David Porter
speaker
325 appearances
1 recordings
1 series
first heard Jul 2026
last heard 14 Jul
David Porter’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And when you're thinking about the electric utility industry, most of the investments the utility industry makes are 30-year assets.
So they're planning for the long haul.
It's a slower cycle than what the tech companies operate on.
So
That makes it challenging for both parties to get to the same place quickly.
It is.
Absolutely.
And that's what really led us to the initiative that we started 18 months ago called DC Flex, which Compass is part of, one of our first members in that program.
And we've made significant progress in the last 18 months.
Traditionally, as you know, Raymond, data centers have been a pure offtaker of energy from the grid.
which for many years was just fine until you start to see these low growth projections that are out there today to meet what the needs are from the data center industry.
And we get into that speed to power discussion, which is so important to the developers and the hyperscalers.
The challenge is not just about putting electrons onto the system.
In many places, there is more than adequate generation
to handle the data center loads that are looking at specific areas to build.
The bigger constraint in the US, particularly today, and this is really a global issue too, is transmission capacity.
That is the constraint.
And just to give you an idea, part of that challenge is because in this country, from design to permitting to building a transmission line,
It's typically a seven to 10 year process.
That does not match up well with 24 months to build a data center.
Showing 101–120 of 325 · page 6 of 17
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