Can The Power Grid Handle AI And Wildfires At The Same Time?
China’s Yuan Crude Oil Futures Jump to Record High What I Cover My focus spans the global energy landscape and the technologies reshaping it, specifically focusing on oil and gas, renewables, and tech-driven market… Federal regulators handed utilities a deadline this summer that has nothing to do with a storm or a heat wave.
On July 16,the Federal Energy Regulatory Commission orderedthe North American Electric Reliability Corporation to write mandatory reliability standards for a new class of grid customer: the AI data center.
31 to figure out how to fold gigawatt-scale computing campuses into a system built to move electricity, not babysit it.
Gartner expects power shortages tooperationally constrain 40 percent of existing AI data centers by 2027.Bloom Energy's latest power reportputs U.S.
data center IT load at roughly 80 gigawatts today, climbing toward 150 gigawatts by 2028, more than double what forecasters were projecting two years earlier, and FERC's order is a direct response to those numbers.
Tom Eyford, Oracle's global industry specialist for utility operations solutions,comparesthe impact to something grid operators already plan around: losing a large power plant.
“We spent more than a century thinking about what happens when we lose a large generator,” he said.
“A data center represents that size of impact to the grid as well.” What worries Eyford more than the size of these loads is how fast they can disappear.
A data center campus can pull hundreds of megawatts one moment and vanish from the grid the next, forcing operators to match generation to that load in real time or risk destabilizing the system.
“If it all of a sudden drops off, that's a problem for the grid,” he said.
“We have to match generation and load.” Arun Nimmala, Oracle's global head of grid operational technology products and services, argues utilities need to stop treating data centers like ordinary customers altogether.
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