AI繁荣导致全国能源需求猛增。 批评者说，这种连接的上升正在对美国老化的电网基础设施进行压力测试。 令人担心的是，在短期内，能源紧缩可能导致电费上涨，从长远来看，最终可能导致停电或其他技术问题。
在本月早些时候的TechCrunch Disrupt，业界内部人士用乐观的态度调和了这些批评，认为新能源连接的泛滥是如何为电网现代化打开大门的。 WeaveGrid的创始人兼首席执行官Apoorv Bhargava、Veir的首席执行官Tim Heidel和Rewiring America的政策副总裁Kristin Eberhard，称，虽然电网面临新的挑战，但也有很多新的机会。
称 Bhargava表示：包括可再生能源。 我们正以电动车辆、数据中心和热泵等形式处理一吨新负荷，管理与协调的能力，基本上就是公用设施现在所要处理的问题。
虽然所有这些新的连接正在给电网带来越来越大的压力，但Bhargava公司希望提供一种负载管弦和管理，帮助公用事业最大限度地发挥现有系统的潜力。 WeaveGrid的软件可以帮助组织高效地部署能源，同时优化连接以减少公用事业付款人的账单，创始人称。
而海德则经营着一家致力于建设和扩大电网有形基础设施的公司，同时也使电网运行效率高得多。 Veir销售超导电线，它们承诺以比传统电线高效得多的速度传输能量。 Veir的电缆可以携带比传统电缆更远五倍的动力，同时也需要20倍的空间，公司拥有称。 本月早些时候，启动的融资 1.10亿美元在C系列供资回合。
称 Heidel指出，“一大批新技术正在从架子上涌出，并开始逐步推广，集成起来
他补充说，“我认为，我们确实需要研究能够真正尽快采用所有这些方法来缓解下一阶段的增长。”
Eberhard的组织主张家用电气化，也主张称，虽然数据中心能源需求的激增刺激了现代化事业的新的紧迫性
Eberhard 称认为，“许多事情正在发生。 所以，我们需要更多的传输线路。 我们需要更多的集中式电厂，我们还需要确保我们利用先前在讨论桌上
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The AI boom has led to a gargantuan surge in energy demand across the country. Critics say this upswell in connections is enacting a stress test on America’s aging grid infrastructure. Worries abound that, in the short term, the energy crunch could lead to surging electrical bills and, in the long term, may eventually lead to outages or other technical problems.
At TechCrunch Disrupt earlier this month, industry insiders tempered much of this criticism with optimism about how the flood of new energy connections could actually be opening the door for grid modernization. Apoorv Bhargava, founder and CEO of WeaveGrid, Tim Heidel, CEO of Veir, and Kristin Eberhard, VP of policy at Rewiring America, said that though the grid faces new challenges, there are also plenty of new opportunities as well.
“It’s a very different electric grid, right?” said Bhargava. “We’re dealing with a ton of new variables, including renewable energy. We’re dealing with a ton of new load in the form of electric vehicles and data centers and heat pumps, and the ability to manage and orchestrate is fundamentally what utilities are now grappling with.”
While all of those new connections are driving an ever larger amount of stress to the grid, Bhargava’s company hopes to provide the kind of load orchestration and management that helps utilities maximize the potential of the current system. WeaveGrid’s software can help organizations efficiently deploy energy while also optimizing connections to reduce utility payers’ bills, the founder said.
Heidel, on the other hand, runs a company that is working to build out and expand the physical infrastructure of the grid, while also making it run much more efficiently. Veir sells superconductive power lines that promise to transfer energy at a much more efficient rate than traditional ones. Veir’s cables can carry power five times farther than traditional cables while also requiring 20 times less space, the company has said. Earlier this month the startup raised $110 million in a Series C funding round.
“The scale of the investment in AI infrastructure is driving a tremendous amount of innovation,” said Heidel. “There’s a ton of new technologies that are coming off the shelves and starting to get to scale that, pulled together, can actually really make sure that data centers are the best community neighbors and citizens they can possibly be.”
He added: “I think that we really need to look at ways that we can really adopt all of that as fast as possible to ease this next stage of growth.”
Eberhard, whose organization advocates for household electrification, also said that while the surge in data center energy demand has spurred a new urgency to the modernization cause, it has also created an environment where industries are ready to try new things.
“I feel like this era of AI and load growth is a very improv era,” Eberhard said. “There’s a lot of yes-and-ing going on. So yes, we need more transmission lines. Yes, we need more centralized power plants, and we also need to make sure that we’re taking advantage of all this other stuff that we had previously been leaving on the table when we didn’t have this urgency of the AI demand.”
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