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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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