Caroline Hyde
👤 SpeakerAppearances Over Time
Podcast Appearances
And yeah, we're building it at home and we're building it with completely different supply chain that's way more scalable.
No more steel and oil, replacing it with silicon and software.
Second, we're simplifying what they need to build out.
We're moving 70% of the gear on the way from the grid to the chip.
That means less labor to find in the field, less time in the construction schedule.
And the third thing we're doing is reducing the losses from grid to chip by a factor of four, which means for the same power interconnection, which as we know can be difficult, you can produce that many more tokens.
Very quickly, what is the go-live date?
When is this going to be deployed commercially, do you think?
Yeah, we're going to deploy ourselves this year with early customers, with revenue units in early 27, and then mass production in late 27.
Data Center gets a lot of the focus.
The other big story, which I think you'll appreciate, is what is happening with energy generation, energy storage, right?
Elon Musk has this 100 gigawatt solar goal.
You ran that business on the energy side at Tesla for a long time.
You understand the reality of that number.
Please also feel like, you know, to jump in where Heron would fit in with that.
But what do you make of that goal?
Oh, I think it's fantastic.
I mean, globally, we saw over half a terawatt, 500 gigawatts of solar installed last year.
And that number isn't going to go down anytime soon.
Really, the electricity sector is at a pivotal moment.