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William David
@WDChokepoint
Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream
参加 May 2026
211 フォロー中    275 ファン
3.1 GW of data center load vanished in 30 seconds this week - one downed transmission line, an 11-minute voltage spike from DC to Chicago. Bypass power protects the facility. It doesn't make the facility invisible to the grid.
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A transmission fault outside DC on 25 July dropped 3.1 GW of AIDC load in roughly 30 sec. The resulting 3.49 GW surplus drove a voltage spike across the entire PJM system, from Northern Virginia to Chicago, taking 11 minutes to clear. These facilities act as synchronized, low-inertia loads. Their protective schemes trip nearly together, turning a local contingency into a regional frequency /voltage event. As AIDCs approach a projected 24% of PJM demand by 2040, coincident disconnects become a systemic risk rather than an edge case. On-site storage sized for full-load bridging, plus inverter controls that provide synthetic inertia + ride-through, can absorb the step change w/out cascading further trips. The episode shows that compute density & grid dynamics now require joint design, not sequential hardening - our focus 🙌
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