133. AI, Datacenters and Energy - May24
Redefining Energy20 Touko 2024

133. AI, Datacenters and Energy - May24

"McKinsey, BCG and S&P Global Commodity Insights project electricity demand tied to data centers to increase at a CAGR of 15% through 2030." “Booming AI demand threatens global electricity supply (FT)”. Media and consultants have recently raised the alarm about the unquenchable energy thirst of AI and datacentres. Can we believe those predictions or is it another scaremongering wave like we saw 15 years ago, when prophets predicted that the internet would soon consume 50% of the world power?

Laurent and Gerard prefer to go directly to the source. So, we have invited Michael Terrell, Senior Director Energy and Climate at Google. Google is one of the Top 5 purchasers of Green Electricity in the world, and Michael is one of the key architects for providing 24/7 green power to their 28 datacenters around the world.

With Michael, we analyse why datacenters consume so much energy. We also discuss why the overall grid has not melted down despite ominous predictions a decade ago, as energy efficiency improvements have been spectacular. We talk about fostering the purchase of green energy and especially 24/7. We discuss new tech, whether software (Tapestry) or hardtech (geothermal, nuclear, LDES) and why Google and others BigTech are fostering them. Finally, we discuss the development of AI and its impact on the future demand.

All in all, a great discussion but more importantly a very optimistic dialogue, where we see that we – the Energy Transition Brotherhood – are a force for good and we will defeat – easily – the old guard of fossil fuel lobbyists and scaremongers.

We thank Amundi for supporting our show

Jaksot(175)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

112a. Redefining Energy Awards for 2023 (incl. Book of the Year)

Final Episode of 2023 (and last one for the MINUTES on their own channel). All episodes will be on this channel going forward.Here are the Redefining Energy Awards for 2023:Company of the Year - BYDSt...

26 Joulu 202313min

112. Weaponizing of energy: the end of innocence - Dec23

112. Weaponizing of energy: the end of innocence - Dec23

Last episode of the Year. And what a year. We passed 1m downloads since inception. In 2023, we will have 470k downloads up 34% compared to 2022. Gerard and Laurent saw the Weaponisation of Energy co...

15 Joulu 202333min

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

111a. Special Episode - Live from COP28 in Dubai. With Bruce Douglas, CEO Global Renewable Alliance, on 3xRenewables

This Sunday, a Special Episode. We are going live to COP28 in Dubai.Our special guest is Bruce Douglas, CEO Global Renewable Alliance, who is spearheading the effort around the key message “Double dow...

10 Joulu 202311min

111.  The Grand Master of Energy Storage - Dec23

111. The Grand Master of Energy Storage - Dec23

In the past 5 years, we have seen an incredible rise of Energy Storage (ESS) on numerous Grids. Those markets, whether in Europe (10GW) or in the USA (16GW), have been created by the magic formula whe...

1 Joulu 202330min

110. French Nuclear “Oh la la” - Nov23

110. French Nuclear “Oh la la” - Nov23

Why should the 97% of non-French listeners of the podcast be interested in the fate of the French nuclear fleet?With 60GW and 56 reactors, the French nuclear fleet is critical to the very existence of...

15 Marras 202331min

109. Top Trends in Climate Tech - Nov23

109. Top Trends in Climate Tech - Nov23

We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon ...

1 Marras 202326min

108. Wind: the necessary Reset - Oct23

108. Wind: the necessary Reset - Oct23

Honestly, we have struggled to find a suitable title for this Episode. We thought of and then abandoned catchier titles such as “Withering Wind”, “Have we reached peak wind?” and even “Wind – WTF”. Fi...

16 Loka 202331min

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

107. Electrifying islands with Cleantech innovations (Jamaica) - Oct23

The smaller the grid, the higher the price. Islands have been plagued forever by a higher price of power. This is an inherent consequence of their small scale. Add on the top some natural catastrophes...

2 Loka 202330min

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