Hyped Stories, Underplayed Trends and Breakthroughs of 2018

Hyped Stories, Underplayed Trends and Breakthroughs of 2018

This week, we’ve got our year-end recap — with an Interchange twist.

We’re going to cover the following topics:

  • The story that didn’t warrant the attention it got.
  • The story that should have gotten more attention than it did.
  • The energy tech/sector/personality that had the biggest breakthrough of the year
  • The energy tech/sector/personality that had the biggest setback of the year
  • A notable trend that you wish you had predicted.
  • The "most 2018" story of the year. In other words, a story that embodies the zeitgeist.

Get your GTM Squared discounted membership here using the promo code, PODCAST.

This podcast is sponsored by Sungrow. Sungrow is the leading pure-play solar inverter supplier with a range of solutions for both solar and storage applications. Find out more about how Sungrow is investing in U.S. solar.

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Jaksot(349)

Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

Bigger turbines, bigger consequences: how wind is rethinking risk, insurance, and predictive maintenance

Wind remains fundamentally healthy: electricity demand is rising, decarbonised power is still needed, and both Europe and the US continue to pull new projects forward, albeit for different reasons. Bu...

14 Heinä 45min

As racks scale, power must change: The AC-to-DC rethink inside AI factories

As racks scale, power must change: The AC-to-DC rethink inside AI factories

As AI systems scale, the infrastructure challenge is no longer just about chips, models, and software performance. It is increasingly about the physical systems that allow computation to happen at all...

30 Kesä 33min

Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

Handing back the mic: Six months of data center reality, from Bragawatts to behind-the-meter, and the questions still open

A year ago the data centre conversation was about scale. Increasingly it is about what happens when the announcements meet the physical grid. New capacity is being announced at roughly 435 megawatts a...

16 Kesä 43min

The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The grid's missing operating system: Why a $100,000 AI controller could defer trillions in hardware and why utilities won't buy it

The energy transition conversation focuses on what connects to the grid. Far less attention goes to whether anyone is coordinating what those assets do once connected. AI training runs swing hundreds ...

2 Kesä 43min

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines pro...

19 Touko 1h 2min

Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

Beyond combustion: Long Island's first hydrogen-powered linear generator and the fuel-flexible answer to the dispatchable emissions-free resource problem

Utilities are under pressure to deliver generation that is dispatchable, affordable, and clean enough to satisfy increasingly stringent environmental rules, notoriously hard to do in one asset. As ren...

5 Touko 39min

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

The electrolyzer reckoning: Can disciplined product development deliver on green hydrogen's promise before the survivors run out of runway?

Empty gigawatt factories, product recalls, participation rates that never materialised, and a policy environment that has now stripped the green premium entirely. The electrolyzer industry has had a b...

21 Huhti 1h

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Flexibility as a service: Can Octopus's acquisition of Uplight finally make US residential VPPs work?

Millions of enrolled devices, 60 utilities, and the participation rate gap that's been embarrassing the US market for a decade. US residential virtual power plants have been a promising idea that's co...

7 Huhti 45min

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