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Sep 2023
40m 48s

The Energy Gang Live from NYU: An Expert...

Wood Mackenzie
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Sep 14
Are power markets fit for purpose? The debate over reliability, affordability and who pays for the grid
Electricity markets are under renewed pressure. Surging demand forecasts from data centres and other large loads are colliding with anxiety over reliability, rising consumer bills, and the pace of new investment. In markets such as PJM and ERCOT, those tensions are turning an arc ... Show More
1h 20m
Sep 8
A new market for AI compute: What GPU futures could mean for energy
AI is turning compute into a strategic resource, and the scramble to secure GPU capacity is starting to look a lot more like a commodity market than a traditional cloud-services business. As data-centre developers, lenders and energy companies try to price the next wave of AI dem ... Show More
40m 9s
Sep 1
Demand for power generation and grid equipment is booming. Can the industry keep up?
In the AI revolution, one of the critical constraints is how much additional electricity can be made available to power new data centers. And it is often argued that one of the key constraints on the growth of electricity supply is capacity in the equipment supply industry. The r ... Show More
1h 8m
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