CEO and Founder, @EmeraldAI_; Senior Fellow @CFR_org // Prev: Chief Strategy & Innovation Officer @Orsted, US diplomat, CTO @ReNew_Power // Posts mine
Washington, DC
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🦄 Delighted to announce @EmeraldAI_'s $150 million Series A round, valuing us at more than $1 billion with over $220 million raised to date! Read more in The New York Times: nytimes.com/2026/08/25/busin…
📢Read our full announcement: businesswire.com/news/home/2…
📺Watch our launch on CNBC Squawk Box: cnbc.com/video/2026/08/25/em…
🔗And dive deeper at our website: emeraldai.co/
⚡Emerald AI is transforming AI data centers into flexible grid allies to unlock 100+GW of power for AI while protecting energy affordability and reliability for local communities. After 18 months of demonstrations—across five data centers all over the world—we've entered our commercial scaling phase and are now deployed at multi-MW, full data center scale with customers spanning the world's biggest AI pioneers, global data center platforms, and leading power utilities. We're proud to collaborate with @NVIDIA, @Digitalrealty, @EPRINews, and others to launch the world's first power-flexible AI Factory—roughly 100MW in Manassas, Virginia—later this year, creating the blueprint for a new generation of flexible DSX AI infrastructure that will be good citizens to power grids and local communities. We're also honored to partner with @SantaClaraPower on the nation's first Flexible Load Interconnection Program (FLIP) to provide additional power capacity to flexible AI data centers.
🤝We are so grateful to our incredible consortium of investors, co-led by @EnergizeCapital and @DCVC, as well as to the extraordinary syndicate of leading global financial and strategic investors. Emerald now counts 12 Fortune 500 Global companies as our investors. Many thanks to Series A investors including @NVIDIA, @SamsungVentures, @aramcoventures, @Siemens, @SalesforceVC, @GEVernova, @RWE_AG, @jeraventures, @ADI_News Ventures, @SabanciHolding, In-Q-Tel, @radicalvcfund, @EnergyImpact_, @lowercarbon, Marunouchi Innovation Partners, @EmCollective, @johndoerr, The Olayan Group, The Temerty Group, @EarthshotVC, @collectiveGBL, General Catalyst's scout fund, and others.
🚀This funding will be instrumental as we rapidly scale commercially across the United States and around the world. Our vision is simple: secure larger and faster power connections for AI while making sure AI gives back to the communities that host it. At Emerald AI, we believe that the biggest new user of electricity—AI data centers—can also be the grid's greatest ally, and a boon for local communities by protecting energy affordability and reliability. Thank you to all of our customers, partners, investors, and our incredible team (grateful to the leadership team pictured below Ayse Coskun Mansi Shah Aroon Vijaykar Shayan Sengupta as well as to the whole fantastic team)—this has already been the journey of a lifetime, and we're just getting started
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Can superintelligent agents (1) be conscious, and (2) should humans give them rights/prioritize their moral welfare? @mustafasuleyman's extremely lucid article argues (1) no and (2) no. But he mostly focuses on (2). On (1) he hand-waves away functionalism mustafa-suleyman.ai/a-warnin…
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Varun Sivaram retweeted
📸 At yesterday’s @axios "Forging the Energy Solutions of the Future" panel (sponsored by @GEVernova), our CEO @VSiv broke down how flexible data centers can rewrite the playbook for energy and computation.
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Emerald AI founder and CEO @vsiv to @AmyAHarder on the 3 recent inflection points in AI and energy:
1. Demand for compute has intensified
2. Energy has become a bottleneck
3. The political backlash against data centers has accelerated
#AxiosHouse
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I will be very sad if this is AI generated. Perfect presentation
>be me
>discover effective altruism
>apparently normal charity is inefficient
>why donate to random sad thing when spreadsheet can tell you optimal sad thing
>fair enough
>buy mosquito nets
>save lives
>numbers look good
>feel powerful
>couple years later
>someone asks an innocent question
>why only count people alive today
>huh
>future people matter too
>obviously
>my grandchildren shouldn't matter less just because they haven't spawned yet
>reasonable.jpg
>keep following logic
>what about their grandchildren
>also yes
>what about people in 500 years
>sure
>5000 years
>why not
>500 million years
>starting to get weird but morality is morality
>open calculator
>humanity could survive for an astronomically long time
>could colonize galaxy
>could have trillions upon trillions of descendants
>maybe digital people too
>maybe simulated civilizations
>maybe dyson spheres full of happy uploaded minds
>calculator starts smoking
>realize currently living humans are rounding error
>8 billion people suddenly looking extremely beta
>future contains potentially 10^something people
>can't even fit beneficiaries in google sheets
>new moral priority unlocked
>protect the long-term future
>stop thinking in units of "people helped"
>start thinking in "fraction of cosmic endowment preserved"
>malaria?
>terrible
>but only kills existing humans
>AI extinction could delete the entire light cone
>nuclear war could permanently derail civilization
>bad institutions could lock in terrible values for ten million years
>someone invents wrong constitution in 2140
>quadrillions suffer
>better fund governance workshop now
>friend says maybe we should improve hospitals
>explain opportunity cost
>friend says hospitals are full of actual sick people
>explain scope sensitivity
>friend stops inviting me to dinner
>need to decide what to fund
>easy
>expected value
>suppose project has one in a million chance of preventing extinction
>sounds tiny
>but extinction destroys 10^50 future lives
>multiply
>mother of god
>$10 million project has expected value of several galaxies
>charity evaluation complete
>someone asks where the one-in-a-million number came from
>expert judgement
>which expert
>us
>how calibrated
>extremely thoughtfully
>reduce estimate to one in ten million to be conservative
>still beats curing cancer by 38 orders of magnitude
>epistemic robustness achieved
>someone says maybe project doesn't work
>assign 20% chance
>still astronomical
>maybe project makes problem worse
>assign 5% chance
>still astronomical
>why 5
>because 30 felt pessimistic
>publish 46-page report
>contains seventeen sensitivity analyses
>every sensitivity analysis begins after assuming intervention has positive sign
>critic says you're multiplying enormous hypothetical stakes by extremely uncertain probabilities
>yes
>that's literally why it's important
>critic says the uncertainty might be structural rather than numerical
>make probability smaller
>critic says no, I mean maybe your model is wrong
>make probability smaller again
>critic begins rubbing temples
>discover AI safety
>perfect longtermist cause
>AI might kill everyone
>or create utopia
>or seize galaxy
>or tile universe with paperclips
>or create billions of conscious software minds
>finally a problem with numbers big enough for me
>start AI safety nonprofit
>mission: prevent dangerous AI
>hire smartest people available
>smartest people immediately start building better AI to understand dangerous AI
>interesting
>we must understand capabilities to understand safety
>we must scale models to study alignment
>we must race ahead so less responsible actors don't get there first
>we must deploy systems to learn how deployment can go wrong
>we must build the thing quickly because building the thing quickly is dangerous
>outsider asks why the people most worried about AI apocalypse all work at AI companies
>complicated field
>company releases stronger model
>very concerned
>company begins training even stronger model
>extremely concerned
>company raises $14 billion
>concern reaches unprecedented levels
>need to influence government
>future is at stake
>normal democratic process too slow
>politicians don't understand exponential curves
>public doesn't understand x-risk
>experts must guide them
>who counts as expert
>people who understand x-risk
>who understands x-risk
>our friends
>someone objects that this seems politically convenient
>explain we're representing future generations
>future generations unavailable for comment
>develop concept of value lock-in
>terrifying possibility that one ideology controls civilization forever
>therefore extremely important that civilization adopts correct values before lock-in
>whose values
>let's circle back
>begin with impartial morality
>end with small group of people deciding what quadrillions of hypothetical beings would want
>beautiful arc
>meanwhile actual humans keep doing annoying things
>voting wrong
>having parochial attachments
>loving family more than strangers
>caring about local community
>getting upset when told their suffering is cosmically negligible
>evolutionary biases everywhere
>explain that moral intuition cannot be trusted
>except intuition that future digital people count
>and intuition that extinction is uniquely bad
>and intuition that our probability estimates are sane
>and intuition that our institutional choices improve the future
>those intuitions survived peer review
>someone donates $5k to local homeless shelter
>inefficient
>could have funded 0.0000000000003% of an AI governance researcher
>think of all the simulated people you just killed
>okay maybe don't phrase it that way publicly
>PR team says "future generations deserve a voice"
>much better
>journalist asks what longtermism means
>say "future people matter"
>everyone agrees
>great
>journalist asks what follows from that
>well technically we should redirect enormous resources toward low-probability interventions affecting astronomical futures
>journalist raises eyebrow
>return to "future people matter"
>motte has entered the chat
>critic: of course future people matter
>me: glad we agree
>critic: I don't agree that your institute knows how to help them
>me: why do you hate our grandchildren
>eventually notice uncomfortable implication
>if future value dominates everything
>then helping people today mostly matters through effects on future
>education matters because future institutions
>health matters because future productivity
>democracy matters because future trajectory
>human beings slowly become instrumental variables in their own moral philosophy
>see starving child
>feel compassion
>check spreadsheet
>child's direct welfare contribution negligible
>but perhaps childhood nutrition improves national institutional quality
>compassion restored
>tell myself this is impartial altruism
>one day assistant asks obvious question
>"how do you know your intervention actually improves the far future?"
>silence
>open spreadsheet
>increase column width
>add confidence interval
>assistant asks again
>"no, I mean how do you know the sign is positive?"
>stare into cosmic light cone
>10^50 people staring back
>none of them exist
>none of them can tell me
>none of them can falsify my assumptions
>realize I have invented the perfect constituency
>infinitely important
>completely silent
>and always represented by me
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Varun Sivaram and his team at @EmeraldAi_ wasting exactly no time at all. This is how a better grid happens.👏
@vsiv @Google @nvidia
🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAI_, @Google, and @NVIDIA! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and more.
🗞️Read the @Axios profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tech-gi… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-energ…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/data-…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai/
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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Varun Sivaram retweeted
A̶t̶t̶e̶n̶t̶i̶o̶n̶ flexibility is all you need
🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAI_, @Google, and @NVIDIA! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and more.
🗞️Read the @Axios profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tech-gi… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-energ…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/data-…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai/
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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Varun Sivaram retweeted
Bravo @vsiv, @EmeraldAi_, @Google, @nvidia and what is seemingly a cast of thousands on the AI Energy Management Alliance.
🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAI_, @Google, and @NVIDIA! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and more.
🗞️Read the @Axios profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tech-gi… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-energ…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/data-…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai/
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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Grateful to partner with @nvidia to found this landmark coalition!
NEWS: NVIDIA, @EmeraldAi_, and @Google launched the AI Energy Management Alliance (AEMA) to accelerate the interconnection of flexible, grid-enhancing data centers, strengthen reliability, and protect affordability.
By shifting computing workloads, using stored energy or temporarily reducing demand when the grid is strained, flexible data centers can help unlock faster, larger connections for AI infrastructure while supporting the energy systems and communities that make its growth possible.
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🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAI_, @Google, and @NVIDIA! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and more.
🗞️Read the @Axios profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tech-gi… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-energ…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/data-…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai/
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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Varun Sivaram retweeted
Today, @Google @NVIDIA @EmeraldAI_ are launching the AI Energy Management Alliance (AEMA), joined by @AnthropicAI, @TheAESCorp, @ConstellationEG, @GenerateCapital, @NationalGrid, @NRGenergy, and a dozen other industry partners.
Our shared mission: modernize power system planning and operations for the 21st century to unlock the full potential of flexible data centers, enabling digital infrastructure to actively enhance system utilization, affordability, and reliability.
Instead of waiting 5-7+ years for traditional system upgrades, multiple studies have found that reducing net grid withdrawal for less than 100 hours per year can unlock dozens of gigawatts of capacity, via compute flexibility, storage, or generation. At Google, we’ve proven this model by integrating 1 gigawatt of demand response capacity nationwide.
To advance this mission, two new Google-commissioned reports are being released today that map actionable pathways forward:
1) @TheBrattleGroup: "Solutions for Timely Interconnection of Large Loads: Enabling Non-Firm Transmission Service," providing a technical blueprint to turn recent bipartisan direction from @FERC into operational reality.
2) @AuroraER_Oxford: "Curtailment Mitigation for Provisional Controllable Load Resources: Modeling the Effects of Front-of-Meter Netting," modeling flexible data centers in @ERCOT_ISO paired with front-of-meter resources.
With thanks to AEMA's additional launch partners, @ADI_News, @CalibrantEnergy, @CamusEnergy, @ClearPathFound, @fluenceenergy, @GridUnity, PassKey, RWE, Splight, @verrusdata, and @voltusinc.
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Varun Sivaram retweeted
This is @EmeraldAi_ and the team around @vsiv partnering with Google and Nvidia in Texas - enlightened view of power is that we can have (1) more generation AND (2) capacity better utilized via flexibility.
Tech giants launch flexible-power coalition for data centers axios.com/2026/09/16/tech-gi…
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Varun Sivaram retweeted
In his game with Deep Blue, Kasparov was so unsettled that at some point he claimed there must be some human assistance.
It is hard to see machines surpass us at what we've spent our life mastering. But like in chess, soon the idea that a model benefitted from human assistance to prove a theorem will make no sense.
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We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.
The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.
The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
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Varun Sivaram retweeted
Can AI datacenters be good grid citizens? At @heronpower our view is unequivocally yes.
Earlier this week in @UtilityDive I alongside Vladimir Troy (NVIDIA), Michael Polsky (Invenergy) and @vsiv (Emerald AI) detailed how. Together we represent key layers of the power stack: data center power architecture, accelerated compute, electricity generation and transmission, and orchestration software.
Appropriately designed and sited, data centers can be grid-supportive and flexible new load (and new generation) that increase network utilization, improve grid resilience and drive down electric rates.
Heron's technology supports this vision and we will continue to partner across the power stack to make it a reality.
3 principles to make AI data centers good grid citizens
Developed intentionally, AI data centers can help create a more resilient and affordable electric system, write officials from Heron Power, NVIDIA, Invenergy and Emerald AI.
utilitydive.com/news/3-princ…
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Varun Sivaram retweeted
Congratulations to @EmeraldAi_ on its $150m Series A at a $1b+ valuation, co-led by @DCVC and @EnergizeCapital!
We at @radicalvcfund have partnered closely with @vsiv and Emerald since the company's inception. The challenge that Emerald is solving has never been more urgent and the market opportunity in front of has never been more self-evidently enormous. This company is just getting started! ⚡️🚀
nytimes.com/2026/08/25/busin…
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Varun Sivaram retweeted
One of @EmeraldAI’s five live data-center demonstrations was in Hillsboro, with @PortlandGeneral, @nvidia, and EPRI — proving that AI compute can flex with the grid when demand spikes.
Proud investor in @vsiv's company helping data centers become more efficient, and particularly glad to see Portland helping show what's possible.
nytimes.com/2026/08/25/busin…
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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
Now that the benefits of greater asset utilization via high-load-factor large customers are becoming more apparent, I'm hopeful more utilities will realize it can enable them to secure even more capex for system investment.
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