Lubbershane: Hyperscalers will pay a premium for early-stage clean energy technologies
Andy Lubershane · The electricity gauntlet has arrived · Mar 28, 2024 · at 40:55
Andy Lubbershane of Energy Impact Partners explains how AI data center operators and hyperscalers will finance early-stage decarbonization technologies to secure power.
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“I think we're gonna see that particularly when it comes to customers who are willing to pay a premium for You know, perhaps newer technology that is not yet come very far down the cost curve. And, you know, I, again, I think what we're gonna see it from companies like data center operators, particularly big hyperscalers who, you know, simultaneously have really aggressive carbon goals and aggressive and acute need for power who are willing to, you know, probably pay that premium and take on some of the risk premium for deploying, you know, Maybe anything from multi-day storage, like form, to the next generation of nuclear that starts the renaissance.”
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