power sector
4 statements across 1 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 17, 2024 by Sadia Ravindran · across every show →
Everything said about power sector, oldest first
Apr 17, 2024 bearish
Ravindran: Power Sector Will Delay GenAI Until Privacy Improves
“I don't see an immediate adoption of these kinds of technologies for productivity gains, because the things like, you know, financial statements getting released, and those kinds of pieces of news, that's a big issue, right? Like anything IP related or proprie…”
Apr 17, 2024 neutral
Bhargava: Machine Learning Value Depends on Breaking Enterprise Data Silos
“The more you can break those data silos within any enterprise organization, the more value that machine learning gives you, and I think part of the reason that AI has not been as Exciting to a lot of power sector clients is the silos have existed for far too l…”
Apr 17, 2024 bearish
Bhargava: Individual AI data centers will add 1.5 gigawatts of load
“Data centers are going to get real hairy. It is going to be a lot of load coming on very, very, very quickly, and the power sector has not dealt with that much load that quickly when you've got a gigawatt and a half, you know data center coming online, and tha…”
Apr 17, 2024 neutral
Ravindran: AI in energy is not new; algorithms deployed decades ago
“We delivered ten million forecasts in under 10 minutes a decade ago, right? So I think the idea that somehow AI is being newly incorporated into technology is false. Many companies have been around and have been actively incorporating these new technologies.”