🧵 PG&E’s Innovation Summit is massive and packed as it kicks off in San Jose with Mayor Matt Mahan. Anyone else here? I’ll post updates throughout the day. #EnergySky - ThreadSky

smcollins.bsky.social • 108 days ago

🧵 PG&E’s Innovation Summit is massive and packed as it kicks off in San Jose with Mayor Matt Mahan. Anyone else here? I’ll post updates throughout the day.

#EnergySky

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smcollins.bsky.social•107 days ago

That’s a wrap. Truly impressive commitment from PG&E and their partners to pull this all together. Exciting to see how much action there is to address the energy transition challenges ahead while making the most of emerging opportunities, including AI.

smcollins.bsky.social•108 days ago

“The thing that kills a startup is a customer like PG&E.” - Sean Moser, CPO at GE Vernova.

He says we all act like we’re unique and ask for modifications. Utilities need to align together on their requirements.

smcollins.bsky.social•108 days ago

Microsoft CEO Satya Nadella observed that their data center growth brings huge societal benefits to the clean energy transition. Their capital investments and offtake agreements stimulate grid modernization and drive down costs for renewables, benefitting everyone. Poppe agrees.

smcollins.bsky.social•108 days ago

EPRI CEO Arshad Mansoor highlights new DCFlex initiative. Expected to become their “largest ever collaboration” focused on data center load flexibility. Says “rising tide floats all boats” and Poppe believes AI will fund rebuilding of the grid for societal benefit.
Teaser: “Mercury” coming in Dec.

smcollins.bsky.social•108 days ago

🙏 Thank you to Quinn Nakayama for the main stage shoutout for my new podcast “Watt’s Next” where the first episodes feature his team’s new R&D Strategy Report! 🔌💡

Check it out here:
https://open.spotify.com/show/2VGpbM2BC3BMec1EgNsCpc?si=FkmMMVTbRtO-VEHtsjv8vg

jdeely.bsky.social•108 days ago

Stephen,
Thanks for this recap.

Any mention of this project?
https://pv-magazine-usa.com/2024/11/12/esvolta-secures-110-million-for-300-mwh-battery-project-in-california/

smcollins.bsky.social•108 days ago

Not that I’ve heard. Yet!

smcollins.bsky.social•108 days ago

Announcing a developer called Westbank will be building three “Nodes” in San Jose that co-locate data centers and housing. The plan is “use the electrons twice” - once for compute and again when all the waste heat goes into district heating and hot water.

smcollins.bsky.social•108 days ago

Arshad says 15% of the grid is saved for use only 1% of the time (87 hours). Sees this as huge opportunity for load flexibility.

mcresearch.bsky.social•108 days ago

Hope PG&E joins @bsky.app . We need all the utilities on here reading and contributing to #EnergySky.

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