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Caroline Hyde

๐Ÿ‘ค Speaker
7078 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What do you

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

How valuable is this data, right?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Because what PGM does is tell us their forecast for the next five years, summertime peak demand, wintertime peak demand.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

And then they tell us that by 2035, they expect that demand forecast to keep growing.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

That's quite a long time horizon.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Many, I've seen caterpillars stop, go way high because people have been trying to bring on local power generation in this way.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

But you talk about SMRs, they're not really out there in the field yet.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

I mean, that's something that we factor in at least in five years' time, right?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Can I get this straight then?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

You think

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

that ultimately this power provider is underestimating how much power we're going to be needing in five years' time.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

So what does that mean for the consumer?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

You are someone who goes around and advises governments worldwide about what to do in terms of getting their data centers online.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

What does that mean in terms of power prices for the everyday consumer?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Meri Paravi, we thank you for your time, CEO of International Data Center Authority, a pretty busy man right now.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Let's stick with ultimately that story about power grids, about PJM, about the outlook for the forecast and bring in Bloomberg's Noreen Malik, who's been writing up all about this for the un...

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

well, unbathed in deep knowledge of power and how it works here in the United States.

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

Is the outlook of 160 the right one, do you think?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

How do they come to these sorts of numbers?

Bloomberg Tech
TSMC Forecast Lifts Peers on Robust AI Demand

So now that shortfall is smaller.