In the first post in this data center series, I introduced the staggering power density of neural computing systems used for artificial intelligence. At the macro level, in Northern Virginia alone, Dominion Energy projects data center load growth to increase from 3.3 GW today to 50 GW based on requested and projected load additions. Last week, in the fourth post, I described electric loads at the facility level, which reach well north of 200 MW. Only three to five hyperscale data centers, each with the power requirements of an aircraft carrier, can take all the power from a 1,000 MW…
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I couldn't pass this up to break from data centers for a second. One day last week, I read in the morning from the American Energy Society, "California Governor Gavin Newsom is trying to get control of wild gasoline spikes." In the afternoon, I read a headline from Hart Energy, "California Sues Exxon Over GlobalPlastic Pollution." It's like beating a dog to motivate him to roll over. Aircraft Carriers and Data Centers I had the good fortune to tour a data center under construction a few weeks ago in Northern Virginia. It was a three-story, one-million-square-foot facility. The only way…
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In our first data center post two weeks ago, we covered the core of data centers, including racks, servers, and the exploding computer capacity and heat generation of evermore powerful computing chips. In last week’s second post, we covered the types of data centers, from distributed edge data centers to enormous hyperscale data centers. In this week’s third data center post, we dive into the broad metrics and opportunities to improve the energy efficiency of data centers. Power Usage Effectiveness First, I’ll introduce or reintroduce the power usage effectiveness of data centers, or PUE, as follows. In general, levels of…
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Last week, I was on a webinar when the following chart emerged as a forecast for decarbonization. I quickly thought of two things. First, an example from The Wall Street Journal, “Government often uses ‘catalytic tools’ such as regulation, tax incentives, grants, and loan guarantees to prompt innovation outside of government.” In other words, private equity and venture capitalists are not daft enough to shovel billions into hydrogen development. Only the government will do that. Hydrogen via electrolysis by renewable electricity supply can be done, but not cost-effectively. It will cost multiples of the price per million Btu of natural…
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Every day, there is a headline about the explosion of data center growth and associated electric loads that will rapidly deplete reserve capacity on the electric grid. The Energy Rant featured several posts to describe the magnitude of the issue and concern among regulators, utilities, and government officials, most recently from the Mid-America Regulatory Conference and Syncing Power Generation with Soaring Loads. Since load management and reliable and affordable electricity are near and dear to me and because Michaels has been successfully engaging with developers of monster data centers, I pounced on the opportunity to attend the inaugural Data Center…
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I attended the Mid-America Regulator Conference in Minneapolis last week. This post features issues of the day presented by utilities, commissioners, intervenors, technology providers, and sundry stakeholders. Load Growth Back in the day, we canoed the rivers and streams of Northern Virginia, especially after significant rainfall, when the water was high and running fast, which made it interesting. Let's just say my canoeing skills would be the equivalent of graduating from the bunny slope on a ski resort. For the latter, I learned to snowplow to slow down, and for the former, don't take the paddle out of the water…
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A colleague recommended a podcast, The Diary of a CEO, with Steven Bartlett. I especially resonated with the message from the “Savings Expert” episode dated November 6, 2023. The guest is an author who said, “I write for an audience of one, and that is me.” He calls it selfish writing. “I don’t write for this person or that person or group. I write what I’m interested in and in a way that I think is interesting. I try to solve my own problems. If it will help me, maybe it will help somebody else.” He said the traditional writing…
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It seems the laggards are finally realizing the planned energy transition to renewables and battery storage – maybe even throwing in a few million miles of 345 kV transmission lines – will not deliver reliable, affordable power. Miami Herald headline: Half of US at risk of losing power in winter due to strains on power grid. The article notes that “half” is up from a quarter just a year ago. It also reports that during last year’s Christmas Cliffhanger known as Elliot, natural gas generators (the bridge to nowhere) broke down or couldn’t get fuel. I called this shot reverse…
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