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2025.11.10 | AI Demand Shock: Why Data Centers Are Breaking Utility Planning
Manage episode 518725021 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 historic AI demand shock is already rendering traditional multi-year utility planning processes obsolete. We reveal staggering IEA projections showing global data center electricity use is on track to more than double by 2030—a load greater than Japan’s current consumption—and how this has pushed operators into deploying emergency reserves just to maintain real-time stability. This episode breaks down the economic and regulatory friction points, including multi-billion dollar capital plans from utilities like Emirate and contentious interconnection debates at FERC, that are necessary for urgently needed grid modernization. Tune in to understand the unprecedented operational hurdles, the financial implications of this rapid load growth, and the surprising "energy addition paradox" transforming the energy mix.
94 에피소드
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