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What AI Means for ERCOT and the Texas Grid w/ Haley Thomson
Manage episode 469594500 series 2592246
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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
419 episodes
Manage episode 469594500 series 2592246
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
419 episodes
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