Duncan S. Campbell @duncan__c
powering growth @scalemicrogrids and DER-pilling the youths @DER_Task_Force dertaskforce.com NYC Joined March 2015-
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dc optimizer + lfp battery + passively cooled gpu under every solar panel in an array
Off grid
What companies are working on entirely new data center power architectures? Trend toward super power dense racks seems it'll create an opportunity. High voltage DC everywhere with a big inverter at the grid connection? BESS + UPS integration? Other crazy stuff?
showing a project developer the hidden “perfect foresight” toggle
Can’t believe PJM proposed demand response / load curtailment without faster load interconnection. There’s nothing more valuable to these project than speed to operation. Doesn’t PJM know this?
What’s up with large commercial buildings / college campuses / airports power washing outdoor concrete all the time? Is it just a carry over from weird performative covid practices? Or is this actually needed?
Hey @NanoBanana generate an image of what you think a data center will look like in 2050. Will they be larger or smaller? More or less complex? On earth or in space? Answers those and many other relevant questions that you identify and then generate the corresponding image.
Sincere question: Is this actually “we’re on your board and will block the deal because we want 10x not 2x”? The acquirer doesn’t care about previous investors’ entry prices. They price the deal based on the value to them, not VC math.
Sincere question: Is this actually “we’re on your board and will block the deal because we want 10x not 2x”? The acquirer doesn’t care about previous investors’ entry prices. They price the deal based on the value to them, not VC math.
1 million Powerwalls x 13.5kWh each = 13.5GWh of energy storage. Tucked away behind the meter and precisely controllable on command. That is impressive.
1 million Powerwalls x 13.5kWh each = 13.5GWh of energy storage. Tucked away behind the meter and precisely controllable on command. That is impressive.
If exposed, I think people would be truly shocked by the complexity of the power and controls design demanded by these new super large data centers. Adding a power plant doesn’t really level up the craziness that much. They’re already insane to begin with.
Most of the grand ideas that people have about American reindustrialization over the next decade are nonstarters if we cannot figure out how to blitzscale domestic production and deployment of solar panels and batteries ~now Given the politics around this we’re probably screwed
Chinese solar will surpass US natgas in total power generated right around the same time Huawei catches up with Nvidia, late 2026 or early 2027 I’m feeling increasingly bleak about this stuff, we need to shake off the idiotic politics that are constraining solar deployment
Chinese solar will surpass US natgas in total power generated right around the same time Huawei catches up with Nvidia, late 2026 or early 2027 I’m feeling increasingly bleak about this stuff, we need to shake off the idiotic politics that are constraining solar deployment
Lol. Is this true? (Most/my) banks don't finance the mega clusters so I don't know that market. Alternatively, the inference data centers are going to start being so huge it may not matter as they take over
Lol. Is this true? (Most/my) banks don't finance the mega clusters so I don't know that market. Alternatively, the inference data centers are going to start being so huge it may not matter as they take over
Heading to RE+ next week? Two members from @ElasticEnergy_ and Flip Energy are hosting a DER Task Force meetup on Wednesday evening of the 10th. First round of drinks is on them! 🍻 RSVP: luma.com/gxcevyf4
I know this latest headline from Jacksonville is not at all out of the ordinary for new combined cycle gas plant costs, but $1.57B for 675 MW = $2,326/kilowatt, sure is a lot of money. 10 years ago this was like $800. CAGR is 11.26% for a full decade? wow.
Who are you favorite analysts in US energy right now?
Seeing lots of dunks on this tweet. Let’s try for a more unemotional interpretation though. He’s essentially saying “produce infinite electricity and it still won’t matter.” To believe this you must think electricity as a share of total energy won’t grow. Electrification of…
Seeing lots of dunks on this tweet. Let’s try for a more unemotional interpretation though. He’s essentially saying “produce infinite electricity and it still won’t matter.” To believe this you must think electricity as a share of total energy won’t grow. Electrification of…
Power demand for training frontier AI models is more than doubling every year
business idea: sell literally any industrial machine but put the price on your website
In a new interview, Iron Mountain Data Centers says it’s deploying battery storage at 100% nameplate capacity of its New Jersey data center “so we can totally shed the load of the data center.” “We’re going to see a lot more of this.” podcasts.apple.com/us/podcast/gri…
Jesse D. Jenkins @JesseJenkins
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