Published: Monday, September 29, 2025 · 10:00 AM | Updated: Monday, September 29, 2025 · 10:00 AM
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🗝️ Key Points
- 00:00 Speaker A If you talk about that um renewable energy is powering the data centers, but yet it's connected through the grid.
- I mean, isn't there downtime that then supplemental energy is going to have to come from other sources because if you're looking just wind and solar, is that what we're talking.
- 00:15 Speaker B And a bit of hydro, yes.
00:00 Speaker A
If you talk about that um renewable energy is powering the data centers, but yet it’s connected through the grid. I mean, isn’t there downtime that then supplemental energy is going to have to come from other sources because if you’re looking just wind and solar, is that what we’re talking about?
00:15 Speaker B
And a bit of hydro, yes.
00:16 Speaker A
And hydro, does that provide 100% of the time the power needed?
00:21 Speaker B
It does. So the way it works is the utility underwrites that variability of renewable energy generation. So this is why and partly why it’s so hard to get connected into the grid, because the moment you plug in, the utility underwrites 24/7 reliable power.
00:36 Speaker B
So, the grid network in its whole is a melting pot of different generation, wind, solar, hydro, that all goes into a supply profile. The utility’s role, who owns the transmission network, is to manage all that out and allocate capacity to people, generally on a first come first service basis based on how much reliable capacity there is.
00:54 Speaker A
So, what happens if it’s first come first serve and and you’re further back in the line, how do you guarantee that you’re getting that power?
01:00 Speaker B
You can’t. You don’t. And this is the whole issue. If you’re starting from scratch today and you want grid connected power, you are looking 2030s.
01:06 Speaker A
Oh, wow. Okay. But you guys have these agreements already and so that’s why
01:10 Speaker B
And this is the whole thesis six years ago. The and a lot of it comes down to this dislocation between the real world and the digital world. So the digital world is your revenue line, it’s your demand drivers. These demand curves that go vertical overnight, but your ability to service these growing exponential industries is constrained by the real world. And the real world can scale exponentially early on, but then it gets harder and harder. We’ve hit this inflection point where it’s really hard for the real world to scale. And as we’re seeing all these digital exponential applications, their growth is just continues to go.
01:40 Speaker A
So, another aspect of the renewable energy, um demand is that from a sort of cultural, policy, political perspective, the demand for that kind of energy is waned, right? We’ve seen a different administration that is deprioritizing that.
02:04 Speaker A
But clients, do they still want that kind of energy?
02:09 Speaker B
Absolutely. The preference is for renewable energy. and our whole thesis here was to go to the source of low-cost excess renewable energy and digitize it, convert it into these digital commodities. It’s modern day aluminium melting in a way where that industry was born of going to low-cost energy, monetizing that into a commodity and exporting that. The difference here is you can export it at the speed of light via fiber optic cables.
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