If you care about energy, or technology, the growth in electricity demand from data center operations is inescapable. If you care about both, it is elemental. AI-driven data center demand is a, if not the, main driver of electricity demand growth in many US electricity markets, and is one of the prime movers of global electricity demand growth this decade. The combined capital expenditures to develop AI from the four ‘hyperscalers’ (Alphabet, Amazon, Meta and Microsoft) will exceed $200 billion in 2024.
If you weren’t in San Francisco for SF Climate Week a few weeks ago, we at Halcyon recently hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute.
It was the first major event in Halcyon’s short history; well-attended by hyperscalers, infrastructure developers, capital allocators and all flavors of energy professionals. Our CEO, Bruce, took us all for a trip down memory lane, recounting Halcyon’s origin story while teasing future vision on what we’re building next. Yours truly hosted a panel “The Buildout in Practice” with some Halcyon’s most innovative customers, and two of our product leads, Sam and Christine, led us through an interactive platform demo with special guest and friend of the company Nick Chaset, CEO of Octopus Energy US.
We tend to shun “takeaways” — instead, we prefer recapping “ideas worth thinking about.” One discussion that surfaced focused on how speed to power co-exists with the need for power. Another was how energy professionals can responsibly and productively engage with local communities regarding data center development.
But we’d rather show, not tell: fill out the form below and get a link to the full event footage. Enjoy.
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