grid

“You know, many people have Nest thermostats. Very few participate in programs where they're actually getting paid to do anything on the grid.”

“We are inherently going to be putting huge amounts of lithium ion on the grid in the form of, you know, EVs. And so I think at least for demand response, there's something there, right? There's some offset that, you know, to other storage that would be needed,…”

“I do not think we'll ever see vehicles discharging into the grid at scale.”

“I think they have worked in a number of cases, but in some ways they're this hybrid where they have All of the challenges of an off-grid system and all of the challenges of a grid. And so figuring out the financing model, the operational model, like how you ac…”

“45% of the copper in the world is used in the grid or in electricity or any application that it's either in the production or the transmission of electrons, or the use of those electrons.”

“It's whether you can get interconnection and get onto the grid. That is the, that is going to be really the limiting factor going forward. So all these other things are really cool, but like, you can add them, you can stack them, you can get a lot of benefit, …”

“If you have a million thermostats and you've done it 20 times, then actually it's more dispatchable than a discrete peaking resource. And I think you're gonna find that with vehicles as well. It's gonna be very fungible, it's gonna be very predictable, we're g…”

“A catastrophic grid failure is going to happen, and when that catastrophic grid failure happens, the question's going to be, why didn't we think about resilience more?”

“A first level, which is unmanaged, which is really bad for the grid. We just get load happening at peak times, and that, that is going to be really, really bad for the grid. Some estimates say that that's going to be, like, an increase of peak load by, like, 5…”

“In the case of lithium ion, Let's say that's roughly a hundred dollars a kilowatt hour. You're adding a hundred dollars for every hour you want to discharge. And the industry normalizes around dollar per kilowatt in terms of comparative resources. So everythin…”

“For many of us, because our distribution circuits have been upgraded so substantially, you're down to 20% asset utilization, right? So, like, so 20% of the total capacity of that circuit is being utilized, right?”

“I think people have this sense of the cloud as really being this sort of ethereal thing, and applications can just move around, and if one data center goes down, then, well, you can just move everything to another data center. That's not really how it works. W…”

“I think sodium ion makes a ton of sense for the grid. I don't think it makes any sense for EVs.”

“Even if you haircut the forecast growth in data centers and manufacturing by 80 or 90%, you still double the grid. And something I think we need to say more as an industry is doubling the grid is not the high-end reference case here. It's not the sort of what …”

“The first layer of a distributed capacity procurement is just asking a utility to be a utility, which is plan how much it needs to generate and move electricity where it needs it and what type of assets would do that and then go Buy them and put them into the …”

“Like if you think about the idea that maybe as each individual having kind of an AI co-pilot, that's the equivalent of like having hundreds of millions of new HVAC systems all of a sudden being put onto the grid.”

“Yes, I think we'll see a lot of batteries at data centers. I think we'll see a lot of batteries on the grid next to data centers. I think we'll see a lot of batteries That are on the grid far away from data centers. I think we're just going to see a lot of bat…”

“Because utility planners, they are inherently always going to prefer a 100% solution. That's how we've built the grid in the past, and Nobody gets fired for putting in place a 100% solution that is going to work every day for all of the hours of the day, all t…”

“Surprise, surprise, it didn't happen, and I don't actually even think that is really worth talking about now, because it's definitely not happening these days, but the backdrop to that line of thinking was the concept that we were going to see this wave of dis…”

“In many ways, that's the strength of the portfolio. You can take things that maybe have operating parameters and constraints and pair them with other things, or other customers that have similar but different constraints, and now you can respond to what the gr…”

“Now, if the grid were to build excess capacity purely to meet this huge demand and expects the taxpayer to pay for it so the hyperscaler can benefit, That politics is never going to fly.”

“Anytime a customer can connect to a grid, they would want to, and we would recommend that they connect to the grid, because that's insurance for almost nothing.”

“That, you know, with this increasing demand, it's gonna create a ton of opportunity for businesses that solve the grid optimization problem that create software, and again, AI. So this data center and AI growth can actually contribute to improving delivery on …”

“The 120 volts or the 240 volt outlet is a pre-existing bi-directional interconnection point on the grid that you can actually push power into, and it's safe to do so at the circuit level.”

“I'm pretty bad at making predictions, but I would be surprised if by 20 32 we haven't seen Real new advanced reactor electrons on the grid. There may not be many, and it'll probably be just one reactor but it'll shortly thereafter be followed by, you know, a s…”

“When we look at the grid that we have, we utilize it at, on the order of a 50% capacity factor.”

“You and I know that the way the long-term evolution is that basically everything that is plugged in is gonna become a resource eventually. Like, the notion of DERs as a kind of distinct category, I think, is just gonna kind of fade away, because eventually, li…”

“The goal right now, I think for a lot of people, it's like sub-fifty millisecond response, and so you want to reduce latency everywhere, so you start doing your inferencing and decision making, like, locally, very locally, on the ground, like, at the site leve…”

“The grid is utilized at roughly 50% or less during most of the year, and therefore, we have all of this hundred plus gigawatts of stranded power capacity that could power AI factories connecting to the grid today if during those rare peak moments AI factories …”

“Because usually what's happening is that if the data center is operating off grid, it's temporary. It's a bridge power situation. Eventually they're going to get connected to the grid.”

“The grid is getting so congested that if we do worst case scenario all the time we are, the utilities are beginning to struggle to find time to take the grid into contingency for planned work.”

“Electricity prices did not go up for a hundred years as we massively expanded the grid.”

“Do they really want a data center plus a power plant next door? That also seems like not the right solution. Like, I think that's, Worse than a data center connected to the grid.”

“In most utility service territories, it's not the case that there's a lot of headroom left on the grid. There's no more headroom left in the grid. There's no more spare capacity in most places, which means that oftentimes you will have to build new power gener…”