Emerald AI

5 statements across 2 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Aug 28, 2025 by Varun Sivaram · said 27 times in 3 episodes since 2025 · across every show →

Mentions by year

brought up most by Varun Sivaram (18), Shayle Kann (9)

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2026 16 mentions in 2 episodes 8 per episode
2025 11 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Emerald AI, oldest first

Aug 28, 2025 neutral
Prediction Not checkable as stated
Sivaram: 50-100 GW of AI Data Centers Cannot Be Built Without Flexibility
“We've got 50 to a hundred gigawatts of latent AI demand in the pipeline. It's just not gonna get built unless you have this capability of flexibility.”
Varun Sivaram Aug 28, 2025 ▶ 23:54 The mechanics of data center flexibility
Aug 28, 2025 positive
Assertion Not checkable as stated
Sivaram: Hundreds of AI Customers Willing to Accept Power Availability Adjustments
“Given the necessity now, I think there's a range of AI customers, and we've talked to hundreds, who are willing to tolerate small levels of changed power availability.”
Varun Sivaram Aug 28, 2025 ▶ 24:53 The mechanics of data center flexibility
Apr 9, 2026 bullish
Assertion Supported
Emerald AI and Oracle migrated live inference queries to avoid winter peak
“So with Oracle, we showcased migrating AI workloads from one location, Virginia, to another, Chicago. And this was during the data winter, the Dominion winter peak period, the inference queries got rerouted in such a way that you were able to precisely meet th…”
Varun Sivaram Apr 9, 2026 ▶ 23:32 The rise of flexible data centers
Apr 9, 2026 bullish
Prediction Open · timeframe Dec 2026
Emerald and NVIDIA to deploy 100MW power-flexible AI factory in 2026
“I think later this year, as you know, Emerald and NVIDIA and some other partners, Digital BLT, Epri, Dominion, and PJM, we will put together the world's first, ah, A hundred megawatt commercial scale AI factory that is truly power flexible. It's custom designe…”
Varun Sivaram Apr 9, 2026 ▶ 42:49 The rise of flexible data centers
Apr 9, 2026 bullish
Assertion Supported
Sivaram: Study shows AI workloads offer 18% to 55% power flexibility
“There's a March, 20, 26 paper that was published actually by Emerald's chief scientist, Professor Aisha Koskun at Boston University with Two others, both at BU and at Emerald AI, that shows a 18 to 55% power flexibility opportunity across a range of different …”
Varun Sivaram Apr 9, 2026 ▶ 21:24 The rise of flexible data centers
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