Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
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Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable integration. The industry has decades of satellite observations and ground measurements, making it ripe for AI-driven advancements.
And it’s already happening. But how exactly does AI get used in weather forecasting, and how does it actually lead to improvements?
In this episode, Shayle talks to Peter Battaglia, senior director of research at Google DeepMind’s sustainability program, which launched a new AI-powered weather forecasting model in November 2025. They cover topics like:
Why precipitation is so much harder to predict than temperature
How the weather industry works, with governments creating global models and private companies refining them for specific use cases
What AI models can see that traditional supercomputer simulations can’t
Novel sources of data like cell phones, door bells, and social media
Resources:
Latitude Media: Where are we on using AI to predict the weather?
Latitude Media: Could AI-fueled weather forecasts boost renewable energy production?
Catalyst: Specialized AI brains for physical industry
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Uplight. Uplight activates energy customers and their connected devices to generate, shift, and save energy—improving grid resilience and energy affordability while accelerating decarbonization. Learn how Uplight is helping utilities unlock flexible load at scale at uplight.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate, energy, and infrastructure leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
The gas turbine crunch (00:38:58)
Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement constraints” as the reasons for its withdrawal.
Lead times are stretching to four years and sometimes more. Costs are climbing. So what’s behind the bottleneck?
In this episode, Shayle talks to Anthony Brough, founder and CEO of Dora Partners, a consulting firm focused on the turbine market. Shayle and Anthony cover topics like:
Why previous boom-bust cycles in turbine manufacturing have left the industry skittish — and why Anthony says leaders are approaching this new peak with “guarded optimism”
The competing demands on the turbine supply chain, including from power, oil and gas, and aerospace industries
How lead times have ballooned to four years and, in some cases, even longer
Factors affecting the market beyond load growth, like renewables, storage, affordable gas, and coal retirements
How investment in tech innovation has raised turbine efficiency
How the industry is preparing for hydrogen — if hydrogen scales up
Resources:
Latitude Media: Engie’s pulled project highlights the worsening economics of gas
Latitude Media: High costs, delays prompt withdrawal of five more Texas gas plants
Power Magazine: Gas Power's Boom Sparks a Turbine Supply Crunch
Marketplace: Will we have enough natural gas turbines to power AI data centers?
CTVC: 🌎 Gas turbine gridlock #236
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.
Will inference move to the edge? (00:47:47)
Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure.
But as workloads shift from training to inference, and AI applications become more latency-sensitive (autonomous vehicles, anyone?), there‘s another pathway: migrating a portion of inference from centralized computing to the edge. Instead of a gigawatt-scale data center in a remote location, we might see a fleet of smaller data centers clustered around an urban core. Some inference might even shift to our devices.
So how likely is a shift like this, and what would need to happen for it to substantially reshape AI power?
In this episode, Shayle talks to Dr. Ben Lee, a professor of electrical engineering and computer science at the University of Pennsylvania, as well as a visiting researcher at Google. Shayle and Ben cover topics like:
The three main categories of compute: hyperscale, edge, and on-device
Why training is unlikely to move from hyperscale
The low latency demands of new applications like autonomous vehicles
How generative AI is training us to tolerate longer latencies
Why distributed inference doesn‘t face the same technical challenges as distributed training
Why consumer devices may limit model capability
Resources:
ACM SIGMETRICS Performance Evaluation Review: A Case Study of Environmental Footprints for Generative AI Inference: Cloud versus Edge
Internet of Things and Cyber-Physical Systems: Edge AI: A survey
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.
Can AI revolutionize EPC? (00:35:01)
Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like data centers and first-of-a-kind plants. But there’s another problem: the companies that actually build these projects — called EPC firms for engineering, procurement, and construction — often lack strong incentives to control costs or deliver on time.
That’s the thesis behind Unlimited Industries, a new startup focused on using AI to develop multiple project designs upfront and reduce project risks. So what would it take to actually cut costs and shorten construction timelines?
In this episode, Shayle talks to Alex Modon, co-founder and CEO of Unlimited Industries. The company recently announced a $12 million fundraise as it emerged from stealth. Shayle and Alex cover topics like:
How EPC incentives and contract structures drive cost overruns
Why bespoke projects prevent learning and standardization
The role software and AI can play in design and risk reduction EPC
Managing risks – including geopolitics, contractor reliability, and supply chains
Resources:
Catalyst: FOAK tales
The Green Blueprint: Shortening the nuclear development cycle from decades to years
Catalyst: The cost of nuclear
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Who benefits from the AI power bottleneck? (00:34:56)
The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play up or play down that narrative.
So what incentives are at play, and how do they shape each player's story?
In this episode, Shayle talks to Shanu Mathew, senior vice president and portfolio manager-analyst for U.S, sustainable equity at Lazard. Last month on X, he posted a breakdown of the actors — including hyperscalers, chip makers, utilities, and others – and how the different incentives they face shape how they talk about energy and AI. They cover topics like:
Hyperscalers’ mixed incentives: the benefits of building their own capacity vs encouraging others to overbuild
Why equipment makers, chipmakers, and land developers benefit from talking up the bottleneck to boost demand for their services
How independent power producers and gas players benefit from high prices
How the power-bottleneck narrative has shifted over time
Resources:
Latitude Media: ERCOT’s large load queue has nearly quadrupled in a single year
Latitude Media: The power bottleneck is changing data center financing
Latitude Media: Early-stage data centers are driving up US power demand forecasts
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.
Looking for a turnaround in transmission (00:29:15)
After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in MISO, PJM, and ERCOT. Despite the DOE canceling its loan guarantee, the Grain Belt Express is still moving forward. And regardless of court battles, so is the New England Clean Energy Connect.
Are these signs that the U.S. could start building transmission at scale again?
In this episode, Shayle talks to Rob Gramlich, founder and president of Grid Strategies. He and Shayle cover topics like:
Why Rob says the DOE’s efforts to fast-track large-load interconnection is a positive sign for transmission buildout
The recent buildout of 880 miles of transmission and why it may look better than it is
Why transmission hasn’t benefited from data center investment
Specific projects, including SPP’s transmission backbone and the Grain Belt Express
Rob’s outlook on buildout over the coming year
The uncertain future of permitting reform despite bipartisan support
Resources:
Catalyst: Unpacking DOE’s proposal to transform data center interconnection
Latitude Media: How the Grain Belt Express lost its LPO loan
E&E News: Data center growth cited in defense of MISO transmission plan
Fill out our short podcast listener survey for a chance to win a $100 Amazon gift card.
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
New Mexico proves America can still build [partner content] (00:31:15)
Across the country, people are asking the same question: why is it so hard to build in America?
From transmission lines to clean energy factories, projects are taking longer, costs are rising, and frustration is growing. But in New Mexico, two cabinet secretaries are trying to show that it doesn’t have to be this way.
Together, Economic Development Secretary Rob Black and Environment Secretary Jim Kenney are helping redefine how state agencies work with industry. Their model blends speed, access, and careful environmental oversight to help companies build more quickly without cutting corners.
Together, they’re using that model to attract billion-dollar fusion and geothermal projects, expand water and infrastructure investments, and deploy the state’s $65 billion sovereign wealth fund directly into advanced energy and deep-tech manufacturing.
In this episode, Stephen Lacey talks with Rob Black and Jim Kenney about how New Mexico is rewriting the rules of economic development, and what their partnership can teach the rest of America about how to make government work again.
This is a partner episode, produced in collaboration with the New Mexico Economic Development Department, which works to expand opportunity through innovation, infrastructure, and investment across the state.
Driving down the cost of green hydrogen (00:41:28)
A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But hydrogen failed to come down in costs and policymakers pulled back support. Ultimately, the bubble burst.
So what does it take to drive down the costs of low-carbon hydrogen and rebuild momentum?
In this episode, Shayle talks to Raffi Garabedian, co-founder and CEO of Electric Hydrogen. (Shayle is on the board of Electric Hydrogen and Energy Impact Partners, where Shayle is a partner, invests in the company). Shayle and Raffi cover topics like:
Why the hype bubble burst: political pullback, high renewables costs driven by AI demand, and high CapEx
The real cost problem: Why engineering, procurement, and construction (EPC) costs have remained persistently high
Competing approaches: Why Electric Hydrogen chose supersized electrolyzers over modular units
The China question: Why hydrogen’s EPC costs will limit the impact of cheap Chinese electrolyzers
Real numbers: Realistic cost targets for fossil parity and Electric Hydrogen’s current pricing
Where hydrogen wins: Markets where Raffi says green hydrogen can achieve fossil parity by the early 2030s, including Brazilian fertilizer
Resources:
Latitude Media: is 45v guidance killing green hydrogen production?
The Green Blueprint: Electric Hydrogen’s bet on supersized electrolyzers
Latitude Media: Electric Hydrogen is building through the market downturn
Latitude Media: Hydrogen’s narrow pathway to positive climate impacts
Latitude Media: Why the Electric Hydrogen-Ambient merger is a sign of things to come
Fill out our short podcast listener survey for a chance to win a $100 Amazon gift card.
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.
Inside a $300 million bet on AI for physical R&D (00:36:26)
A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discovering entirely new ones — like a room temperature superconductor or carbon-capture sorbents.
But since we last covered the topic in September 2024, a few things have changed. OpenAI released its powerful O1 reasoning model. Large language models have also gotten better at math, physics, and coding. And lab automation — robots mixing liquids and powders, running characterization tests — has improved, allowing for a higher volume of experiments.
So, can these improvements overcome AI’s training data problem?
In this episode, Shayle talks to Ekin Dogus Cubuk, cofounder of Periodic Labs, which raised $300 million seed round in September. Last year, Dogus took a more cautious view on using AI for materials discovery. Now though, he’s convinced there’s a clearer path forward for physical science research and development, especially materials discovery. Shayle and Dogus cover topics like:
Creating experimental and synthetic data to overcome AI’s limitations of predicting beyond its training set
Why we should focus on breakthrough discoveries over easier, incremental wins
The different roles humans and AI play in the discovery process
Period’s focus on automated experimental labs using AI-generated hypotheses
Resources:
Catalyst: Can AI revolutionize materials discovery?
Latitude Media: This ‘superintelligence platform’ just raised $200m in seed funding
Latitude Media: Can AI get us closer to fusion?
The New York Times: Top A.I. Researchers Leave OpenAI, Google and Meta for New Start-Up
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at www.thirdway.org/pace.
Unpacking DOE's proposal to transform data center interconnection (00:40:37)
Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtailable or colocate with dispatchable generation.
So what does this proposal actually mean for interconnection?
In this episode, Shayle talks with Allison Clements, former FERC commissioner and current partner with digital infrastructure advisory firm ASG. Allison is also principal of 804 Advisory. Shayle also talks with Tyler Norris, doctoral student at Duke University’s Nicholas School of the Environment. Allison, Tyler, and Shayle cover topics like:
How the proposal would standardize interconnection procedures for certain large loads, with study periods no longer than 60 days
The jurisdictional shift: asserting federal authority over a process traditionally under state purview
The types of eligible loads, including traditional data centers as well as ones that colocate with generation, also known as “hybrid facilities”
The duration of flexibility and whether 2-hour, 4-hour, or longer durations are needed for curtailment
Whether flexibility resources should be behind-the-meter or front-of-meter
The potential disadvantages for bring-your-own-supply or bring-your-own-VPP
Resources:
Latitude Media: Wright directs FERC to fast track large load interconnection
Latitude Media: How the world’s first flexible AI factory will work in tandem with the grid
Latitude Media: OpenAI pushes the White House to invest in the grid to compete with China
E3: Demand Response as a Capacity Resource in SPP’s Era of Data Center Growth
Canary Media: In a first, a data center is using a big battery to get online faster
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Five big questions about the future of energy (00:44:23)
We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the error bars around our demand for electricity to the lineup of technologies vying to meet that demand.
In this episode Shayle talks to his colleague Andy Lubershane, head of research and partner at Energy Impact Partners, about five big questions arising in this uncertain load-growth environment. They cover topics like:
The underappreciated factors that could flip the supply crunch to oversupply, like algorithmic efficiency gains, on-device inference, and off-grid data centers
The winners of the AI-drive power boom, including utilities and grid equipment suppliers, and the potential losers like industry that relies on cheap power
Whether there will be a “Cambrian explosion” or consolidation of nuclear reactors designs
The prospects for enhanced geothermal after Fervo’s Cape Station comes online
The future of grid-enhancing technologies like advanced conductors and dynamic line ratings, and whether they will make it out of “utility pilot hell”
Resources:
Steel for Fuel: Why does nobody know how much energy AI will consume?
Open Circuit: How do we know if we’re in an AI bubble?
Catalyst: The US nuclear groundswell
Catalyst: How geothermal gets built
Latitude Media: In Georgia, stakeholders still can’t agree on data center load growth numbers
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Frontier Forum: The new power map for AI infrastructure (00:36:04)
As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethink where power comes from.
In this episode, KR Sridhar, CEO of Bloom Energy, lays out a radically different vision. He believes that many data centers will ultimately operate like refineries — powered by captive, off-grid generation that prioritizes resilience, speed, and local control over traditional grid economics.
Sridhar argues that solid-state fuel cells have become an ideal solution to meet data center needs at AI speed and scale. They can be deployed in months rather than years, follow digital loads in real time, and integrate with future zero-carbon fuels like hydrogen.
“I truly believe that this is a cyclical trend that’s going to continue for well over a decade,” said Sridhar.
This episode features an edited version of our live Frontier Forum conversation about what a future-proof AI power strategy really looks like. We talk about the tension between off-grid and grid-connected approaches, the importance of speed to power, carbon capture, and supply chains over the next decade of growth.
The conversation also touches on Bloom’s new white paper, Fuel Cells: A Technology Whose Time Has Come, which argues that onsite generation can deliver AI-scale reliability and lower emissions.
You can watch the full Frontier Forum conversation with audience Q&A here.
Calibrating hype with Akshat Rathi (00:41:14)
In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earning exactly the buzz they deserve.
But how do you tell which is which?
In this episode, Shayle teams up with Akshat Rathi, senior reporter for climate at Bloomberg News and host of the Zero podcast, to sort it out. Akshat and Shayle run through a list of hot topics and place each one on the hype continuum. They cover topics like:
Using DERs to meet load growth
Co-locating generation with data centers
Infrastructure bottlenecks like generation, transmission, and transformers
The roles of venture capital and the Paris Agreement in shaping markets
A grab-bag of other topics like sodium-ion, advanced geothermal, and advanced nuclear
Resources:
Catalyst: The new wave of DERs
Catalyst: When to colocate data centers with generation
Zero: The Device Throttling Our Electrified Future
Zero: The Gas Turbine Shortage Might Be a Climate Problem
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
How insurance can narrow the valley of death [partner content] (00:26:50)
Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good technologies that worked in the lab often died before reaching commercial scale.
And often they didn’t fail because the science was wrong; they failed because investors couldn’t trust that the performance would hold up over time.
That realization eventually led him to an unexpected place: insurance.
Today, Daggett is the energy storage and fuel cell lead at Ariel Green, a Lloyd’s of London syndicate that provides a wide range of insurance for clean-energy projects.
“Insurance is another tool that we can use to help grow the clean-energy market,” says Daggett. “I do feel like it plays an unsung role behind the scenes.”
In this episode, produced in collaboration with Ariel Green, Daggett talks with Stephen Lacey about how insurance is helping the energy storage sector mature.
They discuss how the bankruptcy of Powin Energy exposed the fragility of supplier warranties, what the Moss Landing fire revealed about chemistry and safety risk, and how new markets for long-duration and non-lithium storage are testing the boundaries of what can be insured.
Daggett explains how technology performance insurance now allows lenders, developers, and manufacturers to move faster by transferring risk from young suppliers to a creditworthy insurer.
This is a partner episode, produced in collaboration with Ariel Green. Ariel Green helps clients reduce uncertainty by providing investment-grade insurance for clean-energy projects — protecting the technologies that protect the environment. To learn more, visit arielgreen.com.
How Base Power plans to use its fresh $1B (00:39:51)
Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residential batteries — a vertical integration strategy that CEO Zach Dell says is the “magic” to beating utility-scale batteries on CapEx. The company also acts as an electricity retailer and sells generation capacity.
So how does Base’s business model work? And what will it do with its new fundraise?
In this episode, Shayle talks to Zach about Base’s business model, the vertical integration strategy, and the challenges ahead. They cover topics like:
The customer value proposition: how customers pay for backup power and Base uses the batteries for grid services
Bases’s “gentailer” business model in ERCOT, earning revenue from monthly customer fees, retail electricity sales, and battery arbitrage
The regulated market approach, where Base sells capacity directly to utilities
Base’s vertical integration strategy: from ground-mounted designs to decoupled installation processes
Challenges like managing a fixed workforce amid fluctuating demand and the declining price volatility in ERCOT
Resources:
New York Times: Base Power, a Battery-Focused Power Company, Raises $1 Billion
Open Circuit: Is this moment for distributed energy different?
Catalyst: Is now the time for DERs to scale?
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Frontier Forum: A new playbook for clean energy growth (00:31:57)
After the failure of federal climate legislation in 2010, clean energy advocates realized they had to look elsewhere for momentum. The result was a shift toward states and regional markets — and the creation of Advanced Energy United, a trade group built to make policy progress outside of Washington.
Today, that strategy is more important than ever. With the federal government rolling out new regulatory hurdles, load growth accelerating, and an affordability crisis growing, states have become critical for industry growth.
In this episode, Heather O’Neill, the CEO of Advanced Energy United, talks about a new playbook for scaling clean energy in this environment. The framework: build it, make it flexible, and make it affordable.
That means removing red tape for new projects, unlocking more value from existing infrastructure through tools like virtual power plants and advanced transmission technologies, and ensuring affordability as utilities make massive investment decisions.
“States are where some of our most forward-looking and politically resilient clean energy policies have been developed,” said O’Neill. “And that’s where the opportunities are today.”
This week, we feature an edited version of our recent Frontier Forum with Heather about how states are shaping the clean energy transition, and how companies can use United’s new playbook to grow the market.
You can download United’s new playbook guide here, and watch the full Frontier Forum conversation with live audience Q&A at Latitude Media.
The new wave of DERs (00:39:03)
Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of reduced demand during peak times.
Fast forward to today and DERs look dramatically different. They’re automated, deployed frequently across the country, and include everything from EVs and thermostats to sophisticated management systems at paper mills and data centers.
So how did DERs evolve from phone calls to fully fledged virtual power plants? And what role do they play now as electricity demand surges?
In this episode, Shayle talks to Dana Guernsey, co-founder and CEO of DER and VPP developer Voltus. She is also the former director of energy markets at EnerNOC, a pioneer in demand response. Shayle and Dana cover topics like:
The changing mix of customers and resources, as well as the evolving use cases
Voltus’ new “Bring Your Own Capacity” model, allowing large loads like data centers to fund regional VPPs
The barriers that hold DERs back, like access to data
The market forces shaping DER adoption, including load growth, declining system costs, and market structures
How DERs stack up against conventional power plants in meeting rising demand
Resources:
Open Circuit: The grid flexibility solutions staring us in the face
Catalyst: Is now the time for DERs to scale?
Catalyst: Making DERs work for load growth
Catalyst: PJM and the capacity crunch
Latitude Media: Google expands demand response to target machine learning workloads
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
Ag residue and carbon removal (00:35:16)
Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts as field cover to improve soil health. And industry uses a fraction of this biomass as feedstock for valuable products like ethanol, electricity, and heat. Theoretically, it’s a vastly underutilized resource.
The problem is that agricultural residue is really hard to collect. The economics of gathering, sorting, processing, and refining are tough. On top of that, it makes for a crappy fuel. It’s low energy density and high carbon, compared to oil, for example.
So in what applications does agricultural residue make the most sense? And how do you economically collect the material at scale?
In this episode, Shayle talks to Peter Reinhardt, co-founder and CEO of Charm Industrial, a carbon removal startup that collects agricultural residue and refines it in the field into what it calls “bio-oil.” It then injects the bio-oil underground for sequestration. Together, Peter and Shayle discuss the use cases and collection of agricultural residue, covering topics like:
How the difficult economics of collecting and transporting biomass have killed centralized biomass projects, except in a few niche examples
Why Peter says the processing and densification are key to improving the economics
The tradeoffs between big, centralized processing facilities and Charm’s on-field mobile pyrolysis units
The case for using agricultural residue for applications where the carbon content matters, like iron-making, sustainable aviation fuel, and carbon removal
What’s driving carbon removal buyers and what it takes to build trust with them
Resources:
Catalyst: Fuzzy math and food competition: The pitfalls of sourcing biomass for carbon removal
Open Circuit: What we learned from the ethanol disaster
Catalyst: Shopify’s head of sustainability on the realities of the carbon removal market
Catalyst: From biowaste to ‘biogold’
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
Is now the time for DERs to scale? (00:41:01)
A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure.
But DERs never took off, at least not at the scale that many hoped for. They had high price tags and short track records compared to the existing substations, transmission lines, and generation options that utilities were familiar with. In short, the market didn’t need them yet.
Fast forward 10 years, and things have changed. Load growth is increasing while major grid bottlenecks — like in transmission, interconnection, and supply chains — may be opening up a new opportunity.
So is the time finally right for DERs?
In this episode, Shayle talks to his colleague Andy Lubershane, partner and head of research at Energy Impact Partners. Last week, Andy published a blog post making the case that DERs were a good idea that was just too early, but the market is ready now. Shayle and Andy cover topics like:
What held DERs back a decade ago
Why now is different, including falling system costs and growing grid bottlenecks
The difference between demand response and virtual power plants
The potential hurdles to scale, like supply chain bottlenecks, foreign entity of concern regulations, and fire codes
Resources:
Latitude Media: Can distributed energy answer AI’s power problem?
Open Circuit: The grid flexibility solutions staring us in the face
Catalyst: Making DERs work for load growth
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
When to colocate data centers with generation (00:36:32)
The idea of colocating data centers with behind-the-meter generation is picking up steam, including large projects in Memphis, Texas, and Utah developing significant on-site capacity, mostly from combined-cycle gas plants. The main argument is speed to power. Building your own generation allows data centers to sidestep the challenges involved in grid upgrades, transmission, and permitting.
But when does a good idea jump the shark?
In this episode, Shayle brings Brian Janous back on the show to talk about why a data center might not want to colocate generation. Brian is co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. He makes the case for relying on alternatives instead, like batteries, grid-enhancing technologies (GETs), advanced conductors, and a range of other non-generation options to take advantage of untapped capacity in the existing grid. Shayle and Brian cover topics like:
Whether 24/7 loads actually needs 24/7 power and why utilities solve for peaks, not 24/7 needs
The constraints of colocation, including gas constraints, added complexity and cost, and permitting challenges
The complexity of multiple-party solutions involving VPPs, GETs, and other alternatives vs. the relative simplicity of single-party generation
Why both Shayle and Brian are skeptical of on-site nuclear
Resources:
Catalyst: The case for colocating data centers and generation
Latitude Media: AEP, Dominion argue there’s no such thing as ‘isolated’ colocation for data centers
Catalyst: Explaining the ‘Watt-Bit Spread’
Catalyst: The potential for flexible data centers
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
AMA: Geoengineering, nuclear, power prices, and more (00:42:06)
You sent in great questions, and today we’re answering them. In this episode, Shayle hands it over to Lara Pierpoint, the managing director of Trellis Climate at the Prime Coalition and host of The Green Blueprint. Together they cover topics like:
Whether solar radiation management will remain the “black sheep” of climate technologies
What technologies will excel in a world of rising power prices
Whether the nuclear renaissance is finally here
Why Lara and Shayle are more bullish on vehicle-to-home than V2G
The thorny plastics problem – and whether it’s core to climate change
Resources:
Catalyst: Solar geoengineering: Is it worth the risk?
Latitude Media: Google, Kairos, and TVA ink historic next-generation nuclear deal
Catalyst: The US power demand surge: The electricity gauntlet has arrived
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
The mechanics of data center flexibility (00:36:07)
Adding flexibility to data center loads could ease strain on the grid and reduce the need for costly new generation. And, according to one study, shaving off just a few megawatts during peak hours could also unlock unused capacity —as many as 98 gigawatts in the U.S — if those facilities reduced load by just 0.5% each year.
The problem: data centers promise near-perfect reliability, often “five nines” (99.999% uptime) in service-level agreements with customers. That leaves little room to adjust something as critical to reliability as power.
But times are changing. The data center market is reckoning with the constraints of the power grid and growing concern about pushing up electricity prices to pay for new generation. In July, the Electric Power Resource Institute’s DCFlex demonstration at an Oracle data center in Phoenix, Arizona, reduced load 25% during peak demand. And this month Google expanded its demand response through two new agreements with Michigan Power and the Tennessee Valley Authority.
So what are the actual mechanics of data center flexibility?
In this episode, Shayle talks to Varun Sivaram, founder and CEO of Emerald AI. The startup’s data center flexibility platform powered EPRI’s DCFlex demonstration. Shayle and Varun cover topics like:
What people often misunderstand about how much of their nameplate capacity data centers actually use
The distinct load profiles of training, inference, and other workloads
How data centers can pause, slow, or shift workloads in time or space to reduce demand
What it will take for flexibility solutions like Emerald AI to earn operator trust
How much flexibility data centers can realistically achieve
Varun’s long-term vision for evolving from occasional demand response to weekly or even daily load shifting
Resources:
Latitude Media: Nvidia and Oracle tapped this startup to flex a Phoenix data center
Latitude Media: Google expands demand response to target machine learning workloads
Catalyst: The potential for flexible data centers
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
The Green Blueprint: Terrawatt Infrastructure’s billion-dollar strategy (00:35:45)
Editor's note: With the Trump administration's efforts to roll back California's electric trucking rules, there's new attention on heavy duty transport right now. So we're bringing you a deep dive into the industry, an episode of The Green Blueprint on Terawatt Infrastructure's $1 billion strategy to build charging depots.
In 2021, Neha Palmer co-founced Terrawatt Infrastructure with a bold mission: create the backbone for America's electric trucking revolution.
Within its first year, Terrawatt secured a billion-dollar investment. But as the company developed plans for a nationwide charging network, it confronted the daunting challenge of building infrastructure for an electric truck market that barely existed.
High-profile bankruptcies like Nikola Motors cast long shadows over the sector's viability, raising questions about whether heavy-duty transport can truly be electrified.
In this episode, Lara talks with Neha about how Terrawatt aims to transform freight transport despite market skepticism. Neha explains Terawatt’s strategic approach to site selection, innovative charging designs for fully-loaded trucks, and the vision for a revolutionary California-to-Texas network.
Credits: Hosted by Lara Pierpoint. Produced by Erin Hardick. Edited by Anne Bailey and Stephen Lacey. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
The case for sodium-ion (00:45:36)
Our first episode covering sodium-ion batteries featured a cautious take on the chemistry: Back in February Adrian Yao, founder of Stanford’s STEER program, explained the challenges of reaching competitive energy density and costs, especially given the falling price of LFP. Still, sodium-ion chemistries are picking up steam, thanks largely to growing deployments in stationary storage and small-scale mobility in China.
So what’s a more bullish take on sodium-ion?
In this episode, Shayle talks to Landon Mossburg, founder and CEO of sodium-ion battery manufacturer Peak Energy. He outlines a pathway to competitiveness and argues that, in the right applications, the advantages of sodium-ion chemistries outweigh their challenges. Shayle and Landon cover topics like:
Why almost all current deployments of sodium-ion capacity are in China — and why Korean battery giants are committed to LFP right now
The thermal advantages of sodium iron pyrophosphate (NFPP) vs. the higher energy densities of layered oxides
Sodium-ion's supply chain benefits and lower CapEx requirements
How NFPP’s system-level savings in cooling, safety, auxiliary power, and maintenance — plus strong cycle life — could offset its current cell cost premium
Resources:
Catalyst: The promise and perils of sodium-ion batteries
Latitude Media: Peak Energy’s quest to build US sodium-ion battery dominance
Latitude Media: Is it too late for the US to rival China on sodium-ion batteries?
Nature Energy: Critically assessing sodium-ion technology roadmaps and scenarios for techno-economic competitiveness against lithium-ion batteries
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
Explaining the ‘Watt-Bit Spread’ (00:42:01)
Editor’s note: The uncertainties of data center construction — like when, where, and how much to build — are as pressing as ever. So we’re revisiting a conversation with Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. In this episode, he explains his theory of the ‘Watt-Bit Spread’, which offers insightful heuristics for understanding how data centers are driving change in the power sector.
Every data center company is after one thing right now: power. Electricity used to be an afterthought in data center construction, but in the AI arms race access to power has become critical because more electrons means more powerful AI models.
But how and when these companies will get those electrons is unclear. Utilities have been inundated with new load requests, and it takes time to build new capacity.
Given these uncertainties, how do data center companies make the high-stakes decisions about how much to build? How sustainable is the rate of construction? And how much will these data center companies pay for electricity?
In this episode, Shayle talks to Brian Janous, co-founder and chief commercial officer at data center developer Cloverleaf Infrastructure. Brian recently explained how he thinks about these questions in a LinkedIn post titled “The Watt-Bit Spread,” which argues that the value of watts is incredibly high right now, and the cost of those watts is too low. Shayle and Brian cover topics like:
The unclear data center demand and high costs that are making data center companies hesitant to build
How the skills required for data center development have shifted from real estate and fiber to energy
Why higher power prices are needed to incentivize new generation
Potential solutions for better pricing electricity and speeding up the construction of new generation
Recommended resources
Latitude Media: AES exec on data center load: 'It's like nothing we’ve ever seen'
Latitude Media: Mapping the data center power demand problem, in three charts
Latitude Media: Are we thinking about the data center energy problem in the right ways?
Catalyst: Can chip efficiency slow AI's energy demand?
Catalyst: Under the hood of data center power demand
Sequoia Capital: AI’s $600B Question
Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor.
Catalyst is brought to you by Anza, a solar and energy storage development and procurement platform helping clients make optimal decisions, saving significant time, money, and reducing risk. Subscribers instantly access pricing, product, and supplier data. Learn more at go.anzarenewables.com/latitude.
Catalyst is supported by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform by visiting energyhub.com.
Catalyst is brought to you by Antenna Group, the public relations and strategic marketing agency of choice for climate and energy leaders. If you're a startup, investor, or global corporation that's looking to tell your climate story, demonstrate your impact, or accelerate your growth, Antenna Group's team of industry insiders is ready to help. Learn more at antennagroup.com.
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