Varun Sivaram(@vsiv):Utilities should love flexible AI data centers: important points from @tylerhnorris, @SlBrandin, @jchrisshelton: better utilizing power system increases potential investment in infrastructure and utility returns, while keeping rates affordable. Plus, utilities don't get disintermediated by data centers going off grid because they can't connect in a timely manner

Varun Sivaram

@vsiv

CEO and Founder, @EmeraldAI_; Senior Fellow @CFR_org // Prev: Chief Strategy & Innovation Officer @Orsted, US diplomat, CTO @ReNew_Power // Posts mine

Joined June 2009

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Varun Sivaram@vsiv

2026.08.30 00:56

Utilities should love flexible AI data centers: important points from @tylerhnorris, @SlBrandin, @jchrisshelton: better utilizing power system increases potential investment in infrastructure and utility returns, while keeping rates affordable. Plus, utilities don't get disintermediated by data centers going off grid because they can't connect in a timely manner