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Showing posts from July, 2025
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  Powering AI with Speed: Pervez Siddique on Co-Locating Data Centers with Clean Energy Infrastructure In the race to build out our AI-driven future, an often-overlooked truth is emerging: artificial intelligence runs on electricity before it runs on code .  As model complexity increases, so does the computing power required to support it. A single AI training run, in some parts of the country, can consume as much electricity as dozens of U.S. homes do in a year. That energy has to come from somewhere—and how we generate and deliver it may be one of the defining infrastructure questions of the next decade. While much of the AI industry’s growth has centered on cloud performance and compute scaling, a new priority is taking shape behind the scenes: ensuring that the energy needed to fuel this growth can be delivered reliably, sustainably, and locally. Time to power and power capacity are two of the most pressing issues in digital infrastructure development at the moment. And th...
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  Pervez Siddique on How Grid-Scale Battery Storage Is Reshaping ERCOT—And Why Texas Is Leading the Charge Texas has always charted its own course, especially when it comes to energy. The Electric Reliability Council of Texas (ERCOT), which manages about 90% of the state's electric load, operates independently of the national grid and outside federal oversight. This autonomy has enabled rapid innovation, but it has also required the state to face volatility head-on. From blackouts during Winter Storm Uri to surging demand during triple-digit summers, ERCOT's grid has been tested repeatedly. In response to the intermittency of grid power, one of the most transformative technologies gaining momentum is grid-scale battery storage (Li-Ion), deployed in-scale right in Siddique's home of Texas. What was once viewed as an optional supplement to wind and solar is now becoming a core feature of grid planning in Texas. Battery systems are being deployed at an unprecedented pace—resha...