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(174)

199. The LNG Mirage - Oct25

199. The LNG Mirage - Oct25

The oil and gas industry is clinging to the narrative that we're entering a "Golden Age of Gas" — especially when it comes to LNG. Riding this assumption, companies have been pouring in investments at...

13 Loka 202527min

198. Battery Blitz in Germany - Oct25

198. Battery Blitz in Germany - Oct25

Germany is experiencing a battery blitz. The market is expected to triple from 2GW to 6GW in less than two years. To give a bit of context, Zach Williams from Modo Energy, gives us the big picture and...

6 Loka 202528min

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

197. The fight for accurate Carbon Accounting and 24/7 Green Power - Sep25

With Gerard away, Laurent invited another Irishman, Killian Daly, to dive into a technical—but critically important—topic: carbon accounting, power procurement, the GHG Protocol (v3), and the push for...

29 Syys 202521min

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

196. Are SAF and Marine Green Fuels worth the Carbon Reductions? - Sep25

Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or...

22 Syys 202530min

195. The Battery Doctor - Sep25

195. The Battery Doctor - Sep25

Battery technology lies at the core of the global energy transition, but managing and optimizing battery systems has become a highly specialized discipline. ACCURE is a cutting-edge startup that is re...

15 Syys 202530min

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

194. Next-Gen Weather Forecasting: AI, Satellites, and Drones - Sep25

Water, wind, sunlight — the driving forces behind renewable energy. The better we can predict them, the more we can accelerate progress and reduce risk.  Weather forecasting is undergoing a quantum le...

8 Syys 202526min

193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best d...

1 Syys 202530min

192. How AI will revolutionise Energy

192. How AI will revolutionise Energy

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are living through a new industrial revolution driven by di...

25 Elo 202523min

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