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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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The 10 GW AI demand spike is no longer a forecast—it's an immediate, concentrated threat that is fundamentally reshaping utility capacity planning right now. Analyze the perfect storm of risks facing utilities, including these massive concentrated load requests and geopolitical threats tightening critical material export controls essential for BESS (Battery Energy Storage Systems) deployment. We examine how RTOs are responding by reaching deeper into the distribution level (EDUP/Grit) to manage these complex, lumpy loads in real-time. Utility professionals will gain critical insight into how the convergence of technology and supply volatility necessitates a shift toward a national security lens for immediate investment strategies.
67 episodes
