Joining us now to connect the dots, Steven Bird. He is global head of thematic and sustainability research at Morgan Stanley. Welcoming you on set.>> Pleasure. >> Stephen, great to see you in person. Thank you.>> Is there a price point, this one or another one. >> Yes. >> Because the AI revolution's powered literally halfway by natural gas.Is there a price point that kills that. >> I think we can absorb higher gas prices because the cost of power is a small part of the overall data center economics. Or put ...

So, the governor said Thursday he's enacting a disaster declaration covering 134 counties across the state ahead of this incoming storm. How much do you think the ghost of what happened in February of 2021 is looming over all of this as you talk to officials there. >> It is on every Texan's mind.Even with all of the changes that have been made and the the promises that this time will be different, it is impossible for Texans to rid that memory when we see this kind of weather coming towards us. I mean, you ...

I'm wondering what recommendations you made to Texas and if they were received knowing that Texas has an independent grid. >> Yeah, one of the biggest things is first helping to educate the public, right. And I think you heard a lot of that already with your last speaker, right.How do you get people to understand what is going to happen to them and that this is going to be a prolonged power outage so they can take the steps right now to make sure that they can keep themselves and their family safe. But then ...

RT Bloomberg Opinion (@opinion)Will this weekend’s winter storm shut down the power grid? Not if the new batteries do their job, @liamdenning says 🎥 https://t.co/B7eEDf6Fln ...

Most people don't think about infrastructure unless it fails. A train stalls, a bridge collapses, or storm drains overflow, and your basement floods. We take this infrastructure for granted, but the rise of artificial intelligence is forcing a closer look.Training large AI models requires city-sized amounts of power. And by 2028, data centers are expected to consume up to 12% of all US electricity. That's up from just 4% last year.Last winter, the country faced elevated blackout risks. These systems pull hu ...

Company Overview & Funding - Base Power 完成 10 亿美元 C 轮融资，Addition 领投，Thrive Capital、Light Speed 和 Andre Horowitz 参投 [1] - Base Power 是一家垂直整合的家庭能源公司，旨在改变住宅能源的生产和分配方式，并稳定美国电网 [1][2] - 该公司的目标是为房主提供市场上最经济、最可靠的电力，最初在德克萨斯州，然后扩展到全美国 [2] Product & Services - Base Power 在用户家中安装电池，成为用户的电力公司，在电网正常运行时支持电网，在电网中断时为用户提供备用电力 [3] - 该公司的产品比发电机更经济，前期费用为 6.95%，月费为 19 美元，同时用户每月可节省 10% 到 20% 的电费 [4] - Base Power 通过在电价低时充电、电价高时放电来平滑电价，从而实现成本套利 [5] - 该公司还推出了一款便携式发电机集成产品，允许用户使用便携式发电机为电池充电，实现无限备用 [15] Market & Strategy - Base Power 正在将业务扩展到数据中心，以满足数据中心建设带来的电力需求增长 [7][9] - 该公司的战略是垂直整合，通过降低供应链和制造成本，以更低的价格向客户提供电力 [8] - 电池技术类似于输电和配电技术，旨在降低电力传输和分配成本 [10][12] - Base Power 正在努力避免关税影响，通过多元化供应链来控制成本 [17][18] Grid Impact & Future Demand - Base Power 正在为电网增加容量，以支持更多的电力消耗技术和资产 [6] - 数据中心建设、交通电气化和重工业是电力需求增长的主要驱动力 [17] - 预计未来 20 年，人工智能数据中心的建设将带来巨大的电力需求 [17]