@aniruddh_mohan 7% of peak with almost all of it in ERCOT and CAISO is the map of where flexibility already works. The next wave isn't only utility-scale BESS. Home batteries, HEMS, and V2G EV charging on both AC and DC behind the meter are how every ISO gets that capacity.
@EricBurlison Agree. Don't socialize data center megawatts onto ratepayers. Make big load bring its own power — and pay homes to flex the rest. Home batteries, HEMS, and V2G EV charging on AC and DC are how neighborhoods earn money instead of eating the bill.
@ElectrekCo@FredLambert PG&E paying for V2X is the tell. The EV isn't just a load — it's a battery on wheels. Bidirectional V2G EV charging has to work on both AC and DC, then get orchestrated with home batteries and HEMS so the utility actually gets dispatchable flexibility.
@matthew_sigel This is the point. Home batteries shouldn't be dumb bricks. Pair them with circuit-level HEMS and bidirectional V2G EV charging (AC and DC), and the house becomes a real trading node, not a DIY science project.
@ShanuMathew93 Grid-side M&A makes sense when hyperscalers need megawatts yesterday. The other half of the stack is behind the meter: home batteries, HEMS, and V2G EV charging on both AC and DC. Utilities that ignore the home leave capacity on the table.
@TheEconomist AI will keep bidding up power. The answer isn't only more peaker plants. Aggregate home batteries, circuit-level control, and bidirectional V2G EV charging (AC and DC) into VPPs and you add flexible capacity where the load actually lives.
@JigarShahDC Agree. Don't ban the load. Use the moment to get a better deal: data centers pay for the capacity they trigger, and homes get paid to flex it. Batteries, HEMS, and V2G EV charging on both AC and DC are how local residents actually capture the upside.
@innovationcncl That's the right outcome: load that pays its way and drops bills. The missing half is homes. Batteries, AC and DC V2G, and circuit-level control are how neighborhoods capture the same upside, not just the campus next door.
@AiForAmericans A fake queue is a planning problem, not a reason to freeze real load. Interruptible data centers plus home batteries and VPPs give ERCOT capacity without stuffing the bill into residential rates.
@amuse Virginia's the proof data centers don't have to raise rates. Cost-causation plus residential flexibility, and households get paid for the capacity they already own.
@DirtyTesLa Heat shouldn't take the grid down. Homes with batteries, V2G and HEMS can shed and discharge at peak. That's a VPP, and it's cheaper than waiting on the next peaker.
@innovationcncl That's the right outcome: load that pays its way and drops bills. The missing half is homes. Batteries, managed V2G EV charging, and circuit-level control are how neighborhoods capture the same upside, not just the campus next door.
@IngrahamAngle@DavidSacks Sacks is right that big load can fund the grid. Pair it with homes that flex EV charging and batteries, and residential rates fall because households get paid for the other side of the peak.
@fawfulfan Separate rates for data centers is the start. The next step is paying homes that cut peak. Special industrial tariffs without a residential VPP still leave households as the shock absorber.
@NebraskaFreedom Exactly. Make large loads pay for the capacity they trigger, and let homeowners get paid for flexibility. That's how you grow AI without stuffing the bill into residential rates.
@OilandEnergy Utility-scale storage is racing. Residential still lags, and that's where the cheapest flexible megawatts live. Record BESS quarters don't help households until home batteries and HEMS actually dispatch at the meter.
@TedNordhaus@WSJopinion Yes. Hyperscale demand is the first customer willing to pay for firm, clean power at scale. Pair that with residential VPPs and you get both the big load and the distributed flexibility the grid needs.
@AlexEpstein@WillCainShow Agree. The fix isn't blocking load, it's adding flexible capacity next to it. Homes that can shift EV charge and discharge batteries are the cheapest reliability resource we keep underbuilding.
@teslaenergy East Texas is exactly where residential flexible load matters. The grid needs millions of homes that can respond, not just one brand's batteries. Circuit-level visibility plus V2G and home battery is how you actually build a national VPP.