electric power utilities
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 9, 2026 by Varun Sivaram · across every show →
Everything said about electric power utilities, oldest first
Apr 9, 2026 bullish
Data centers will accept power curtailment tiers for faster grid interconnection
“I believe that if electric power utilities and grid operators offered these, a range of different service tiers, just like on the compute side, the cloud operators offer a range of different service tiers to their end AI customers, innovation would solve this …”