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Jun 16
43m 54s

Handing back the mic: Six months of data...

Wood Mackenzie
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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: power delivery, cooling, water access, and the speed at which new capacity can ... Show More
33m 9s
Jun 2
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 of megawatts in seconds as GPUs checkpoint and restart a profile that looks like ... Show More
43m 46s
May 19
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 provided for free: inertia that stabilises frequency, fault current that supports v ... Show More
1h 2m
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