What's REALLY Ruining the Power Grid? | Shanu Matthew
Shanu Matthew joins MTS to discuss data center economics, electricity market constraints, and infrastructure bottlenecks for AI. He explains why data centers have not historically driven electricity rate increases, the operational complexity of behind-the-meter power generation, and the permitting challenges facing hyperscalers building AI compute capacity.
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https://x.com/ShanuMathew93
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