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How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
Emerald AI’s Varun Sivaram tells Doug Lewin about the hero path for data centers, and credits Arushi’s ERCOT proposal for flexible large loads.
Texas Energy & Power
In brief
Doug Lewin talks with Varun Sivaram, co-founder and CEO of Emerald AI, about two paths for AI data centers: a villain path that drives up bills and the likelihood of outages, and a hero path where flexible data centers help use existing capacity better and absorb much of the cost of new grid infrastructure. Sivaram credits Arushi’s work with ERCOT on a planning guide revision that brings connect-and-manage to flexible large loads like AI data centers.
Key points
- 01The villain path raises bills and outage risk; on the hero path, flexible data centers become grid assets.
- 02Connect-and-manage, proven for generation in ERCOT, extended to flexible large loads.
