If we can enable AI to have this flexibility as AI becomes one of the largest and soon the largest consumer of American electricity,

then we may be able to sidestep some of the infrastructure increases that it currently demands.

And that could be good for ratepayers who are seeing sharply increasing bills. It could be good for grid reliability. And it certainly could be good for ratepayers who are seeing sharply increasing bills.

It could be good for grid reliability.

And it certainly could be good for the speed of getting AI data centers built much more quickly.

We have these tests, and they're being done, instead of being done all in one central data center,

and now I can't let that data center go down. It's as if I had human beings,

electronic human beings, in different locations. And since they're all working separately,

and then eventually I'm going to bring all their work product together into one final product,

I could tell one of them to go take lunch at a different time than a different one,

but we would still meet our target, which is to have the whole job done to upload and in a

centralized place at a particular time. For a tech company that's spending, you know,

let's call it $30 billion to $40 billion for a single gigawatt training center, being told that you can't run that for every maximum hour is a really negative

NPV type of calculation, and that's why they're so hesitant in doing so.

Hello and welcome to The Energy Gang, a discussion show from Wood McKenzie about the fast-changing world of energy.

I'm Ed Crooks. And on today's show, we're going to be talking about data centers and large loads

and the vital importance of flexibility for the electricity system. To do that, I'm joined again by Amy Myers-Jaffey.

Amy is the director of the Energy, Climate

Justice and Sustainability Lab at New York University. Hi, Amy. How are you? I am a great semester

started. I'm cooking on all cylinders. Fantastic. Excellent. Back and firing. It's also a great pleasure

to welcome back our resident investment expert, Shanu. Shanoo is a portfolio manager and analyst

at Lazard Asset Management. Hi, Shano, how are you? Hey, Ed. It's going well. Two Q earnings just is wrapping up and so, you know, on to new ideas. Right. I was just going to ask how your summer was, but I guess, you know, Q2 earnings mean not super relaxing. At least not the last few you. And it's also a pleasure to welcome for the first time a new guest to the energy gang, Varun Severeum. Verun, hello, how I? Welcome to the show. Thanks, Ed. Such an honor to be on this show. I've been a long-time fan of the energy gang. Ah, that's very good, very kind. So look, Faroon, you're, well, what is the best way to describe you? I mean, you are the founder and CEO of Emerald AI. We'll come onto what that company does in a moment. But first, you've had a very interesting and varied career in energy already. Something we always like to do on this show when we get new people on is talk to them a bit about their careers and energy, how they first got interested in the subject and how they got to the rules they hold now.

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