가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

William David
@WDChokepoint
Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream
가입 May 2026
211 팔로잉 중    275 팬
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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