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Electrify Everything

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There, massive data centers with computers processing nearly 70 percent of global digital traffic are gobbling up electricity at a rate officials overseeing the power grid say is unsustainable unless two things happen: Several hundred miles of new transmission lines must be built, slicing through neighborhoods and farms in Virginia and three neighboring states. And antiquated coal-powered electricity plants that had been scheduled to go offline will need to keep running to fuel the increasing need for more power, undermining clean energy goals.
 
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Typical.
The say the only solution is to use coal or build long distance transmission lines.
How about local wind and solar with storage? Faster to implement than the other solutions... plus cheaper.
 
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There was a great Odd Lots podcast specifically on this April 15 titled "How Electric Utilities Will Handle Booming AI Datacenter Demand"

TLDL: It's entirely manageable and doesn't necessarily require us to give up on greening the grid.

The aforementioned Yahoo article scenario posted here is covered by them and paints a potential worst case. More realistically, and already in practice where grids are currently testing the limits of data centers, there are ways to throttle them and they are given the lowest priority for electricity in peak times. The idea is that on a hot summer afternoon the residents get first dibs on electricity for their AC...

It should also be noted that most of this growth will be on the machine learning side, not conventional data centers. While it would be a bad capital expenditure to run machine learning AI data centers only 10-25% of the time when electricity is most off peak, this does not need to happen. In reality, grids have excess capacity 95-99.9% of the year. It's not too hard to throttle or idle such a data center for 0.1-5% of the year when peak events occur and almost all of these events can be predictably forecast. In fact, this will likely stabilize the grid. There is plenty of room to build up grid supply with nearly all renewables. Data centers would be required to pay their part to improve grid infrastructure wherever they land and would have lots of onsite grid strengthening resources like generators (hopefully H2 some day or some other renewable), solar, wind, batteries, etc.
 
Wow! I had heard of this company delivering health supplies in Africa but wasn't aware of how successful they have been in the US and elsewhere.


The company said its zero-emission drones have now flown more than 70 million autonomous commercial miles across four continents and delivered more than 10 million products.

The milestone 1 millionth delivery carried two bags of IV fluid from a Zipline distribution center in Ghana to a local health facility.

“We need to start using vehicles that are light, fast, autonomous and zero-emission,” Rinaudo Cliffton said. “Delivering in this way is 10 times as fast, it’s less expensive … and relative to the traditional delivery apps that most restaurants will be working with, we triple the service radius, which means you actually [get] 10 times the number of customers who are reachable via instant delivery.”

“The three areas where the incentive really makes the most sense today are health care, quick commerce and food, and those are the three main markets that we focus on,” Rinaudo Cliffton said. “Our goal is to work with really the best brands or the best institutions in each of those markets.”
 

Cumulative global solar installed capacity passed 1.4 TW, and cumulative production reached 1.7 TW, which is more than tenfold larger than ten years ago, and it is doubling every 3 years. New solar capacity is being installed faster than anything else in history. Total installed solar capacity surpassed total nuclear installed capacity in 2017; it surpassed wind in 2022, and hydropower last year, and should surpass fossil gas in 2024. At current growth rates of 20% per annum, solar will pass coal in 2025 to become the largest component of global generation capacity. Current growth rates also suggest that solar will reach 9 TW in 2031, and there will be more solar generation capacity than everything else combined.

Electrification of everything” eventually allows solar and wind to displace fossil fuel from most functions via electric vehicles, electric heat pumps, electric furnaces, and electrolysis of water to produce hydrogen for chemicals (reduction of metal oxides, ammonia, fertilizers, plastics, synthetic jet and shipping fuels).
 
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Cumulative global solar installed capacity passed 1.4 TW, and cumulative production reached 1.7 TW, which is more than tenfold larger than ten years ago, and it is doubling every 3 years. New solar capacity is being installed faster than anything else in history. Total installed solar capacity surpassed total nuclear installed capacity in 2017; it surpassed wind in 2022, and hydropower last year, and should surpass fossil gas in 2024. At current growth rates of 20% per annum, solar will pass coal in 2025 to become the largest component of global generation capacity. Current growth rates also suggest that solar will reach 9 TW in 2031, and there will be more solar generation capacity than everything else combined.

Electrification of everything” eventually allows solar and wind to displace fossil fuel from most functions via electric vehicles, electric heat pumps, electric furnaces, and electrolysis of water to produce hydrogen for chemicals (reduction of metal oxides, ammonia, fertilizers, plastics, synthetic jet and shipping fuels).
Lol there's only been 2 nukes brought online in like 15 years in the US
 
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Wow! I had heard of this company delivering health supplies in Africa but wasn't aware of how successful they have been in the US and elsewhere.


The company said its zero-emission drones have now flown more than 70 million autonomous commercial miles across four continents and delivered more than 10 million products.

The milestone 1 millionth delivery carried two bags of IV fluid from a Zipline distribution center in Ghana to a local health facility.

“We need to start using vehicles that are light, fast, autonomous and zero-emission,” Rinaudo Cliffton said. “Delivering in this way is 10 times as fast, it’s less expensive … and relative to the traditional delivery apps that most restaurants will be working with, we triple the service radius, which means you actually [get] 10 times the number of customers who are reachable via instant delivery.”

“The three areas where the incentive really makes the most sense today are health care, quick commerce and food, and those are the three main markets that we focus on,” Rinaudo Cliffton said. “Our goal is to work with really the best brands or the best institutions in each of those markets.”
I read about them a while ago, did not know they became so successful! Great :)
 

If you asked a random smattering of folks to name the largest manufacturing state in the country, I suspect you would hear a lot of folks say Michigan, or perhaps Pennsylvania. I don’t think many would peg California as the nation’s largest manufacturing state, but it is. From food manufacturing to glass to cement, we have more manufacturing jobs in California than any other state in the country. This is something we should be proud of, but we should also look squarely at the downsides.

This year, Assemblymember Marc Berman introduced AB 2083, which directs the state to start creating that blueprint. The bill directs the California Energy Commission to work with other agencies to look at these issues and draft an electrification roadmap. It creates the space to get the best minds together to make this the sector formerly known as “hard to decarbonize.”