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2025.09.17 | AI vs. The Grid: Two Days That Shook Our Energy Future
Manage episode 506897794 series 3677381
Edmundo Rodriguez에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Edmundo Rodriguez 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
This episod reveals the intense pressures on the electric utility sector as massive AI-driven electricity demand reshapes corporate energy strategies, with tech giants like Blackstone acquiring power plants for reliable, "spiky" power. Simultaneously, significant federal policy moves, including easier regulatory paths for natural gas projects and substantial funding for nuclear plant revival, aim to bolster traditional base load power. However, these macro shifts collide with persistent weaknesses in grid infrastructure, such as inadequate transmission investment and fragile local distribution, often due to political resistance to essential rate hikes. This creates a critical tension between exponential demand growth, strong pushes for specific energy sources, and the fundamental challenge of ensuring reliable and affordable "last mile" power delivery.
75 에피소드
공유
