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2025.10.17 | The Tipping Point: $1.6B for Transmission and 24 GW Data Center Load
Manage episode 514181251 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.
Electric utilities are officially at a tipping point, facing massive capital needs driven by an unprecedented 24 GW load commitment from data centers and AI facilities. Discover how the $1.6 billion DOE loan guarantee offers a new funding model for transmission buildout, potentially saving customers millions and avoiding the supply chain bottleneck. We also analyze the messy implementation of FERC interconnection reform and urgent state-backed cyber threats targeting the utility software supply chain. Tune in to understand the financial, regulatory, and security challenges defining the stability and future capacity of the electric grid.
69 에피소드
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