Jun 30
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 16
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 month, enough to power a city of 400,000 people, but two-thirds of that committ ... Show More
43m 54s
Feb 2025
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Didn’t catch last week’s episode on Nat Bullard’s mega slide deck on energy transition? Start there.
This is the second half of our extended conversation with Nat, the former chief content officer at BloombergNEF and current co-founder at data insights company Halcyon.
In this ... Show More
47m 45s
Jun 2022
Which tech is overhyped, underhyped and just right?
Within the climate tech world, technology hype is all over the map. In this episode, Lara Pierpoint, director of climate at Actuate, and Stephen Lacey, host of The Carbon Copy and executive producer of Catalyst, join Shayle for a game of “buy sell hold.” They take bets on which t ... Show More
50m 35s
Jul 2023
What’s the next big trend in clean energy?
For decades, we have wildly underestimated the growth of renewables. Now that cost curves and deployments have exceeded all expectations, what’s next for the clean energy industry?
This week, we feature a conversation between journalist David Roberts and futurist Ramez Naam about ... Show More
52m 58s
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. But the industry’s center of gravity is shifting. The conversation is no longer just about building faster or installing more megawatts. As turbines get larger, O ... Show More