133. AI, Datacenters and Energy - May24

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

Avsnitt(179)

102. Post Energy crisis, the “need for speed” - Live from Brussels / Eurelectric with Leo Birnbaum (CEO E.ON) - Jul23

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Live from Brussels, on the 20th of June 2023, we were invited to interview Leonard Birnbaum. Since he came last on the show (Ep50), the whole Energy Sector has been through hell with Russia invasion o...

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101. Iron + Carbon = Innovations (Clean Power, LDES, Hydrogen, CCUS) - Jul23

101. Iron + Carbon = Innovations (Clean Power, LDES, Hydrogen, CCUS) - Jul23

Steel is essential for the equipment of the Energy Transition (Wind, EVs) but at the same time bears a very significant carbon footprint: 1.8tCO2/t steel. Pushed and/or incentivised by policies in the...

1 Juli 202329min

100. “2030: have we succeeded the Energy Transition?” with Katherine Hamilton and Jigar Shah - Jun23

100. “2030: have we succeeded the Energy Transition?” with Katherine Hamilton and Jigar Shah - Jun23

What a pleasure, what an honor to have the original Energy Gang on our show to celebrate our 100th Episode.The wit of Katherine Hamilton and the laugh of Jigar Shah were our inspiration 5 years ago wh...

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99. Operating a Grid in transition - Jun23

99. Operating a Grid in transition - Jun23

The electricity network is the bloodline of the economy. It is a very complex system, built over decades, with layers of technologies and it has to be reliable 24/7. We hardly talked about this networ...

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98. Optimising solar fleets: the “secret sauce” - May23

How to optimise a fleet of hundreds of solar parks? And the work needs to start once the asset has been energised...and continue for decades. Plus, as with an iceberg, most of the work is below the su...

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97. The endless conundrum of power markets reform - May23

97. The endless conundrum of power markets reform - May23

The Power Markets have been created thirty years ago to respond to the Energy Deregulation drive. They have recently faced crisis, such as the Ukraine Russia war or storm Yuri in Texas, with power pri...

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96. How to monetise large scale Batteries?  - Apr23

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The Energy Storage Market, namely large-scale batteries, is the fastest growing segment of the Energy transition. Texas, UK, California, and Australia are witnessing phenomenal deployment rates. We ar...

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95. Zero Carbon Europe : Blue Pill or Red Pill?  - Apr23

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Can we really go to Net Zero and keep energy secure and affordable with current policies, or do we need to make hard choices that politicians might not be willing to sustain over the long term? Are th...

1 Apr 202331min

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