data center

“They use one percent of electricity globally, and that number has basically stayed the same, even as internet traffic grew fifteenfold since 2010.”

“If ChatGBT takes off, that's another 10,000 megawatts of data centers required, right?”

“Many of them, you know, Google comes to mind, are really pushing for twenty-four-seven green power, which is to say that a given data center Every hour of power that it consumes off the grid, brown power, should be matched by green power.”

“And so in twenty-twenty-one, we reached 66% carbon-free energy across our global data centers, and that actually includes five data centers that are operating at or near 90% carbon-free.”

“There is nothing that we fundamentally changed in how we run our data centers.”

“Average use of AI, so not like building deep fakes, but just like, you know drafting emails, that kind of thing that I, you know, I think everyone will be doing soon enough. That kind of average use has because of the computing demand involved, has the environ…”

“Most battery energy storage systems, particularly for general data centers, like think of where Netflix is hosted and anything you do on the web, we're all lead acid based.”

“Suddenly, after decades of flat demand, load forecasts are doubling, thanks to data centers, expanding ports, new manufacturing plants supported by the IRA, and electric cars.”

“The tranche sizes each year that you're having to go out and procure are now being measured in the gigawatt scale. So you're no longer immaterial to utilities load forecast. In fact, in many cases, you are the utilities load forecast.”

“Even if you just take the, all the big tech companies and ignore the rest of the data centers, that alone is, is probably at least 15 to 20 gigawatts of capacity.”

“We're going to have a huge deficit of powered land in this country to serve, again, not just data centers, but also all the domestic manufacturing that's looking for the same thing and hydrogen and other things that are also going to be looking for clean energ…”

“What we've seen is that in the last 1520 years, while the amount of compute and data storage has increased a lot, in some cases more than 10 X, depending on the geography and time frame, the energy consumption has actually barely budged. It has barely gone up,…”

“So I generally think that we should proceed with the technology innovations that we're seeing. And in fact, we may not really have the full control over not doing so. And that the advances that we will get in emission reduction and energy consumption reduction…”

“I've seen some utilities in their integrated resource plans mention Growth of two X, five X, even 10 X in the next decade, driven primarily by more data center build out.”

“Maybe data centers shouldn't be at population centers anymore. They should all be behind the meter and be dispatchable processes”

“Building de novo facilities to power either clusters or giga sites for massive data centers, I think is going to be much, much harder, and they're going to try with small modular reactors, that's a ten-year kind of process, but doing it with geothermal, I thin…”

“If you're building data centers today, the way you built them five years ago, you're building bad assets. And data centers should be multi-decade in their durability at a minimum.”

“They have the highest load growth around the nation. They're like the home of all the data centers.”

“I think the largest, most sophisticated technology companies in the history of the world That have built money printing machines are all singularly focused on clean firm power for their data centers. It is the top ranking, single most important issue for them.”

“These new data centers that are so power hungry, where 80% of the power that they use comes from cooling”

“With all these, ah, data centers that Everyone wants to have all over the place without tantalum. Forget about it.”