Just clean power @RockyMtnInst & a friendlier world everywhere. Earlier:@SynapseEnergy @VoteSolar @UMSEAS @UNC. Plus: @[email protected]. Banner: Huong Ngo.
@bigblackjacobin honestly shame on the institutions that put emma camp in a position where she’s been asked to an rewarded for doing this over and over again. hard to imagine coming out of that having a normal reaction to basically anything
@NiyerEnergy IMO they're just different configs. at same MW, twice the duration is twice the MWh. That'll be more expensive, but not twice as expensive. To me, your RT is more about what length of discharge is required to be in the money given system dynamics
Wow. Buckle up, folks -- the data center infrastructure boom is just getting started. h/t @natbullard and Halcyon!
(part of me wonders, do we have the infrastructure to support this level of investment??? What amount of that capex has a reserved spot for power already?)
Some helpful context from IEA via Semafor this morning: While data centers are shaping future load in the US, they are part of a bigger story of electrifying economies when we look across the world.
In the context of load that is grid-transformational and unprecedented, with emergent impacts from multiple projects -- what can we do to understand and quantify grid impacts? https://t.co/k8LqZjkVwk
One thing I haven't seen discussed (and another insight from thinking about unexamined, load-bearing assumptions) -- do we have the tools and framework to understand the impacts/costs of new data centers on the grid?
@FT@doctorow Paraphrased:
One venture capitalist who used to work at OpenAI told me that obsessing over who has the best model is no longer an issue... if OpenAI focuses on what it has, which is a consumer product with a huge audience, and can retain and monetize them, it will be successful
Sources:
US households: EIA https://t.co/rOvolhbrBb
Costco: Dave Larson https://t.co/8eF3DLslE1
Gen capacity: NERC https://t.co/9dJAeK0WY9
Data centers: Cleanview https://t.co/vLomJAaAYx
It can be hard to hold onto a sense of scale when we're talking about the grid. A few references::
- Each US household uses ~1 kW of demand.
- One Costco uses ~1 MW of demand (not sure if that's average or peak!)
- There's 1,000 GW of generation today, growing fast
- The top 9 data center projects by capacity (from Cleanview) add up to ~26 GW of demand.
So -- if we were powering them with what's online today, those 9 projects would use 1/30th of the country's electricity generation. Whoa.