Drew Baglino
speaker
1,210 appearances
2 recordings
1 series
first heard Aug 2026
last heard 6 Aug
Drew Baglino’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Aug 2026 with 2.
Appearances
It was more top-down, hey, these are things that we need.
We need nuclear, we need whatever.
Where we are right now is this immensely valuable thing, this AI or tokens, however you want to think about it, is a huge market incentive that is forcing incredible innovation, whether it's within the GPU or within the cooling system or within the power delivery system.
It's exciting to be in that world, right?
That's why there's so much attention on it, I think, because it is just that exciting.
And we don't, there's not a lot of those, right?
Like where it's true market driven, pushing the limits of science and engineering.
Yeah, it's great to be part of something like that.
Right.
And emissions controls, for that matter.
The other thing I think that people are worried about with energy specifically as it relates to data center is, like, is this going to increase our rates?
Right.
And I think that the opposite is true.
And if you look at the numbers...
Increasing stable load, stable offtake, increases the utilization of the infrastructure.
And the simple way to think about how regulated monopolies, that's what the utilities are, the way they work, right, is they have their costs to maintain the grid, expand the grid, and then they divide those costs by the kilowatt hours they deliver.
And the data center is like the ideal client client because for the cost of their infrastructure, they use more kilowatt hours per kilowatt than anybody else.
Yeah, and with FERC, you know, encouraging flexibility and, you know, bidirectional power flows.
Yeah, then the data centers can actually support the grid even in other times.
Reinforcing that grid.
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