David Groarke
Managing Director, Indigo Advisory Group. On 2 shows, 3 appearances. The Shows tab opens the full record on each.
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David Groarke specializes in decarbonization, grid modernization, and the deployment of digital and artificial intelligence technologies across the power and utilities sector. Prior to Indigo Advisory Group, he held roles in Accenture's and PA Consulting's Global Energy Practices and led research at Greentech Media Research.
2shows
3appearances
20statements
16resolved
13supported
2contradicted
81%fully supported
Everything David Groarke said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Groarke: AI is not creating a massive new utility market
“I can't say that there is an enormous new market emerging because of AI. As a result, I think AI is kind of riding the wave within the sector.”
Groarke: Utility operations and maintenance costs are rising 40% annually
“O&M in the utility sector generally going up 40% per year per utility.”
Groarke: Modeling grid physics is the primary barrier to full automation
“The primary reason why, you know, we're not on a path Towards, you know, full automation, and there's, you know, been a spade of use cases launched is just modeling grid physics accurately is incredibly difficult, right, for an algorithm. So, you know, solutio…”
Groarke: Half of the utility workforce will retire in 10 years
“50% of the workforce is going to retire in the next 10 years. You can see that happening right now. So you have this kind of field technicians are leaving, right?”
Groarke: Google estimates AI drives 15% of its load growth
“Google estimates that 15% of their load growth is going to be AI or is AI right now, right?”
Groarke: Power delivery infrastructure cost nearly equals generation cost
“Just the cost of infrastructure needed to deliver power is nearly equal to the cost of generating power itself, right?”
Groarke: Power sector OPEX is increasing about 14% annually
“OPEX costs are up about, you know, 14% a year.”
Groarke: Utility LLM use focuses on enterprise tasks, not grid operations
“We're seeing some application of LLMs across the industry, but usually at the enterprise level around regulatory documents around, you know, generating text or guidance. Less on the actual power sector side of the operation itself itself.”
Groarke: AI predictive maintenance cuts utility equipment downtime by up to 50%
“You can reduce downtime Of some of these critical components by like, 30, 50%.”
Groarke: Grid startups focus on edge applications while conglomerates dominate core operations
“I think most of the startups we found were playing in the Dior integration space or EV charging management place. We saw some startups in the Enterprise type of use case space even looking at regulatory documents with LLMs, for example as you go down the list …”
Groarke: Grid AI market is worth billions across 50-plus use cases
“It's worth billions. There's fifty-plus use cases depending on how you define a use case. There's hundreds of vendors in this space, from startups to conglomerates, the existing grid giants, Siemens, Schneider Electric, GE, etc.”
Groarke: Smart meter deployment in the US has reached 75%
“We're at 75% AMI deployment now in, in the US.”
Groarke: Utility R&D fell 75% following 1990s restructuring
“Since restructuring in the mid nineties R&D expenditure fell by about 75%.”
Groarke: US smart meter penetration is over 70%
“All of these smart meters were at over 70% smart meters in the US.”
Groarke: PG&E had a $1.3B wildfire rate case in 2022
“PG&E in, in, in 2002 22 had a 1.3 billion dollar rate case, right, for the wildfires that happened that year over a three-year period.”
Groarke: Utilities spend billions annually on vegetation management
“Anything that helps vegetation management, which utilities spend billions a year on collectively is interesting.”
Groarke: Duke and SCE use live AI for customer EV detection
“So that non-intrusive load monitoring, using external data, identifying consumption, and selling new products and services is happening now. And that's live at utilities, right? Just like the wildfire example there's live at Duke and Southern California Edison…”
Groarke: Utility AI startups raised $1.5B across 80 rounds since 2021
“Startups received 1.5 billion, right, from 80 rounds of funding in related to those deployments since twenty-twenty-one.”
Groarke: Grid data lacks the coverage required for real-time automated decisions
“The data right now is, is not available, right, for, let's say, real-time decision-making across the grid, right? Like, what we have is AMI, right, which is minutes to hours. We have SCADA, which is, you know, seconds to minutes, and then we have PMUs, which a…”
One line per show, most statements first. The link opens David's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
 CATALYSTLEDGER | Managing Director, Indigo Advisory Group | 1 | 14 | 90% 9/10 | full record on Catalyst → |
 GREEN BLUEPRINTLEDGER | Managing Director, Indigo Advisory Group | 2 | 6 | 67% 4/6 | full record on the Green Blueprint → |