Chris Ortega:<\/p>\n
\u00a0<\/p>\n
We’re [Morgan Stanley] focused on being good environmental stewards in terms of where we are. But in whatever we do, the lights need to go on. To raise a point in particular with data centers, you need kind of a constant flow of power and then you need backup power in terms of where you are as well.<\/p>\n
\u00a0<\/p>\n
So, building that redundancy and resiliency is a critical component to any of that development. Because if you have all of your GPUs in a data center and you’re down even for a couple of seconds, that could be a very material impact to those hyperscalers in terms of where they sit.<\/p>\n
\u00a0<\/p>\n
We’re looking for more and more creative solutions because we’re no longer in an environment where we have the luxury of saying, exactly where do we want our electron to come from?<\/p>\n
\u00a0<\/p>\n
To keep the lights on, both for us as ratepayers and folks in our homes, but also for data centers, we really need it all at this point.<\/p>\n
\u00a0<\/p>\n
Ray Spitzley:<\/p>\n
\u00a0<\/p>\n
In the world we live in, everybody is going to be focused on high reliability. The hyperscalers, they are demanding five nines reliability (99.999%), meaning you can only be out for a very few minutes every year. So, you just think about the amount of equipment that needs to be there.<\/p>\n
\u00a0<\/p>\n
But interestingly to this point of technology innovation, creative solutions, what we are seeing is the role of batteries, that new battery configurations can play an important role. And then, because of the advances in batteries, many of these data centers, while they will have gas, as an important component for reliability, they will also have solar.<\/p>\n
\u00a0<\/p>\n
Wyoming, wind, solar. So all of that is going to be combined in new configurations that will be able to achieve both reliability and decarbonization.<\/p>\n","protected":false},"excerpt":{"rendered":"Chris Ortega: \u00a0 We’re [Morgan Stanley] focused on being good environmental stewards in terms of where we are.…\n","protected":false},"author":2,"featured_media":87324,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[24,25,46527,12228,46525,17218,2819,4835,46528,1715,6058,46526],"class_list":["post-87323","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ai","tag-ai","tag-artificial-intelligence","tag-chris-ortega","tag-electricity","tag-elen-zentner","tag-grid","tag-policy","tag-power","tag-ray-spitzley","tag-regulation","tag-renewable-energy","tag-stephen-byrd"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/87323","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=87323"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/87323\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/87324"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=87323"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=87323"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=87323"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}