Artwork

Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

What AI Means for ERCOT and the Texas Grid w/ Haley Thomson

51:02
 
Share
 

Manage episode 469594500 series 2592246
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com

Want to mine Bitcoin? Check out the Blockspace Media store today!

Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at Luxor

Technologies, joins us to dive deep into ERCOT's unique energy market and how Texas plans to manage the incoming wave of AI and HPC data center demand. We explore battery storage solutions, creative power generation approaches, and why Texas has become the epicenter of both crypto mining and AI computing infrastructure.

Notes:

• ERCOT expects 150GW peak demand by 2030

• ERCOT current peak load is 84GW (2024)

• 6GW of data center demand expected next year

• 24GW solar deployment planned 2024-2025

• 13GW storage deployment planned 2024-2025

• $40B worth of nat gas plants proposed

Timestamps:

00:00 Start

02:02 ERCOT's surging power demand

05:37 2023 power price spikes

10:42 ERCOT energy storage plans

17:58 Does storage help AI data center demand?

24:02 Baseload buildout trailing demand

30:01 PGM vs energy only

36:33 Creative energy work arounds

39:16 Does off grid power scale?

40:19 Types of AI power demand

45:35 Hyperscalers buying mining sites

48:40 Wrap up

👉 CleanSpark (CLSK), America’s Bitcoin Miner!

Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!

👉 Digital Shovel, All Things Crypto Mining!

Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the

Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

419 episodes

Artwork
iconShare
 
Manage episode 469594500 series 2592246
Content provided by The Mining Pod and Blockspace Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Mining Pod and Blockspace Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com

Want to mine Bitcoin? Check out the Blockspace Media store today!

Welcome back to The Mining Pod! Today, Haley Thomson, director of energy trading at Luxor

Technologies, joins us to dive deep into ERCOT's unique energy market and how Texas plans to manage the incoming wave of AI and HPC data center demand. We explore battery storage solutions, creative power generation approaches, and why Texas has become the epicenter of both crypto mining and AI computing infrastructure.

Notes:

• ERCOT expects 150GW peak demand by 2030

• ERCOT current peak load is 84GW (2024)

• 6GW of data center demand expected next year

• 24GW solar deployment planned 2024-2025

• 13GW storage deployment planned 2024-2025

• $40B worth of nat gas plants proposed

Timestamps:

00:00 Start

02:02 ERCOT's surging power demand

05:37 2023 power price spikes

10:42 ERCOT energy storage plans

17:58 Does storage help AI data center demand?

24:02 Baseload buildout trailing demand

30:01 PGM vs energy only

36:33 Creative energy work arounds

39:16 Does off grid power scale?

40:19 Types of AI power demand

45:35 Hyperscalers buying mining sites

48:40 Wrap up

👉 CleanSpark (CLSK), America’s Bitcoin Miner!

Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!

👉 Digital Shovel, All Things Crypto Mining!

Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the

Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

419 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play