If you’re a Real One™, you may have gotten sporadic emails from Be Advised, a low-bandwidth, low-latency email service surfacing hot intel on (mostly)speed-to-powerfor AI data centers. They have been fun to write—and even more fun to see people share! And now that we’ve sent more than a hundred Be Advised notes, I have some takeaways on how AI compute is actually getting power.
How much aluminum might U.S. substations need over the next five years? What does a new 345 kV station cost one utility compared with its neighbor? Where are breaker and transformer orders lining up behind the new data center load? These are market-level questions, and the answers to them are scattered across regional plans, rate cases and regulatory dockets, each written in its own format and published on its own schedule.
Today, we are launching something new: the Nameplate podcast.
Energy sector veteran brings regulatory and public utility expertise to help scale AI-powered energy market intelligence platform
FERC recently issued show cause orders to each of the six regional grid operators regarding the timely and efficient integration of large loads. These documents were labyrinthine, procedural, and legalistic — to an audience that craves tables, FERC prepared a full course of footnotes.
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