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AI data centers swing their power draw by tens of megawatts in seconds, and the grid wasn't built for it. David Holmes, Global Industries CTO for Energy at Dell Technologies, sits down with Eric Sonner and Lance Teel in Austin to talk about what it takes to fix that.
David covers why AI loads are so hard on generators and transformers, how long-duration flow batteries buffer a data center from the grid, and where stranded power is hiding at substations and in half-empty buildings. He lays out his nine-box framework for deciding where AI workloads should run, explains sovereign AI, and makes the case that PUE is only half the scorecard. Tokens per watt is the other half.
Then he gets into Concept Astro, Dell's proof of concept for a grid-aware AI factory, and the bigger idea behind it, a grid that's aware of its data centers. The conversation closes on ERCOT's Batch Zero process, what makes a good grid citizen, and why physical AI is the next shift to watch.
Concept Astro white paper https://www.delltechnologies.com/asset/en-us/solutions/business-solutions/industry-market/concept-astro-whitepaper.pdf
David Holmes on LinkedIn https://www.linkedin.com/in/energygm/
Hosted by Eric Sonner, CEO of Data Airflow, and Lance Teel of Atlas Energy.
