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Power Grab Part 5: AI’s Impact on Utilities and the Future of Power Infrastructure
Manage episode 452070848 series 3568401
Kandungan disediakan oleh Peter Kelly-Detwiler. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Peter Kelly-Detwiler atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
What if the race for AI supremacy is not just about algorithms and data, but also about the massive energy demands reshaping our power infrastructure? Join us as we explore the critical intersections of AI-driven data center loads and the immense challenges faced by distribution utilities that are compelled to build and own their infrastructure. From the complexities of wholesale power markets to the sustainability of current business models, we unravel the urgent need for new generation assets. Discover whether innovations in cooling technologies and chip efficiencies can transform the industry and what this means for the future of power consumption.
Our discussion also brings to light the fascinating dynamics of the AEP Ohio rate case, an emblematic example of the high-stakes negotiations between utilities and data centers. With key players like Walmart influencing tariff proposals, learn how these negotiations could reshape infrastructure costs and the implications for ratepayers. We'll guide you through the intricacies of 10-year contracts, minimum demand charges, and the evolution of transmission technologies. This episode promises a compelling look at the future of utilities in a rapidly advancing AI-driven world, where technology, energy, and economics collide in unexpected ways.
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Our discussion also brings to light the fascinating dynamics of the AEP Ohio rate case, an emblematic example of the high-stakes negotiations between utilities and data centers. With key players like Walmart influencing tariff proposals, learn how these negotiations could reshape infrastructure costs and the implications for ratepayers. We'll guide you through the intricacies of 10-year contracts, minimum demand charges, and the evolution of transmission technologies. This episode promises a compelling look at the future of utilities in a rapidly advancing AI-driven world, where technology, energy, and economics collide in unexpected ways.
27 episod
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