THE MINING POD: What AI Means for ERCOT and the Texas Grid w/ Haley Thomson
CoinDesk Podcast Network
CoinDesk
4.8 • 689 Ratings
🗓️ 4 March 2025
⏱️ 52 minutes
🧾️ Download transcript
Summary
ERCOT expects peak demand to hit 150 GW by 2030. Here’s what Texas needs to do to manage that load.
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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
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Transcript
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| 0:49.7 | What's going on, y'all? |
| 0:50.8 | Welcome back to the mining pod. |
| 0:52.9 | For this week's show, we welcome Haley Thompson, |
| 0:56.3 | the director of energy trading at Luxor Technologies. Haley has built a career on energy trading |
| 1:01.9 | and worked in the ERCOT region, specifically in Texas. So we spend this pod talking about |
| 1:08.4 | ERCOT and specifically how ERC is going to manage all of the AI and |
| 1:13.9 | HBC demand that is currently trying to break into its power market. So without further ado, |
| 1:20.6 | please enjoy the show. Are you retail or institutional investor interested in Bitcoin mining |
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