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2025.10.22 | AI Power Blocks: How 800 VDC Microgrids Disrupt Utility Grids
Manage episode 515046569 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.
The future of the centralized utility model is under siege as AI giga-campuses build their own grid-independent AI Power blocks using breakthrough 800 VDC technology. We analyze this profound tech shift alongside rising non-discretionary spending—from NERC cyber compliance to mandatory capital investment for climate resilience—that is hitting utility bottom lines. Discover why physical grid risks, such as the nine-state Brazilian blackout, are accelerating pressure on transmission hardening and system operators. Tune in to understand the crucial strategic pivot utilities must make to secure high-growth digital load and counter localized generation threats.
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