EPRI

5 statements across 4 episodes · 3 bullish · 0 bearish · 4 people on the record · first statement Jun 13, 2024 by Shayle Kann · across every show →

Everything said about EPRI, oldest first

Jun 13, 2024 neutral
Assertion Supported
EPRI Report: Data Centers Could Consume 10% of US Electricity by 2030
“There are breathless reports coming out almost daily at this point claiming data centers could consume up to maybe 10% of U.S. Electricity by 2030. That was the high end of a recent EPRI report.”
Shayle Kann Jun 13, 2024 ▶ 2:35 Under the hood of data center power demand
May 20, 2025 positive
Assertion Supported
Doherty: Battery storage failure rates dropped 97% from 2018 to 2023
“If you look at the number of failures and the failure rate from 2018 to 2023, it was just a five year span. That it dropped by 97%, and I think that's something that's really incredible and something to be really proud of.”
Tristan Doherty May 20, 2025 ▶ 11:00 A former race car engineer on battery safety and supply chains [partner content]
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 neutral
Assertion Supported
Data centers drive 94% of PJM load growth, 17% of US power
“The latest numbers show that in January of this year, NERC forecasts a summer peak increase of 224 gigawatts, almost all of which will come from data centers. Data centers now account for 94% of PJM's projected peak load growth, and by 20:30 EPRI forecast that…”
Varun Sivaram Apr 9, 2026 ▶ 5:47 The rise of flexible data centers
Sep 10, 2026 positive
Assertion Supported
Lubershain: EPRI found data centers already slightly lower average customer bills
“And when you do control for other variables that might bias the analysis Epri found that basically, on average, data centers are lowering customer bills a little bit already. So we are seeing, it's not a major impact, it's something like six percent, but data …”
Andy Lubershane Sep 10, 2026 ▶ 14:48 Do data centers actually increase electricity prices? No...and yes
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