power grid

“So for the first iteration they're just getting connected to the grid, and there's going to be a network of contracts and racks to make sure that it's a hundred percent clean energy.”

“But really, the way to view this is, this was a generation that was sitting there that they were otherwise consuming. They are just refraining from consuming it at these, during these periods. So you can't credit them for, Again, for a good, you can only credi…”

“I think we're going to end up with sort of three tranches of storage in the grid, which are going to be filled by at least three different technology categories. The first is those short duration, you know, peak of the peak applications that lithium ion is, is…”

“When I was at Google, one of the things we did was we created the ability to basically forecast forward power prices grid constraints, carbon content and then dynamically move our load around to take advantage of that. So if there was a storm and there was goi…”

“And I think what you're going to start to see is you're going to start to see those technologies show up at the edge. You're going to start to see a much more intelligent, interactive ecosystem along the lines of IOT. And I think ultimately what that looks lik…”

“I think coming in the next few years, green hydrogen is going to be another example that's also going to be sort of regionally focused in a few key regions for a number of reasons, and that's going to be a bunch of large projects all trying to get grid connect…”

“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…”

“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…”

“It is most certainly the case that if you want to backfeed power into the grid, then you will need a much more robust and expensive structure.”

“That's something that we could probably use everywhere in the short term. That's a way to solve that, the energy shortage problem. I don't think it's magic. Every data center has generation, backup generation. Why, why can't it be used?”

“Every second you aren't running that at a hundred percent capacity factor is enormous amortized cost, right? So that it's just, it's one of those things where it's like, you'd be a fool to turn it down. You have to at some points because operationally, you kno…”

“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.”

“There are real VPPs now. Hundreds of megawatts in scale that are being dispatched to actually make a difference on the grid in some places.”

“There also though has been a lot of good data to suggest that generating capacity in the next few years is not the dominant Like, there is enough capacity in enough places to deliver the kind of load growth for the next few years that the grid will need. So I …”

“We can add a certain number of tens of gigawatts Through the remainder of the decade, but we're not adding hundreds of gigawatts, right? Like that just is not possible.”

“I think there it's widely recognized that in the vast majority of events that you're talking about that, you know, the two to kind of six hour range is sort of the sweet spot when you just kind of look at, you know, most of these periods of system stress.”

“There have been numerous studies that have shown that electric vehicles are the single largest source of grid flexibility that will be on the grid in the not too distant future”

“It's fine micro, but I would even say, I mean, if you believe that a larger denominator is actually good for lowering electricity rates over time, it's actually negative in that you're taking that denominator off the grid.”