Tim Stenovec
speaker
1,732 appearances
25 recordings
2 series
first heard Aug 2025
last heard 30 Mar
Tim Stenovec’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 — 24 in all, peaking in Jan 2026 with 10.
Appearances
And it's taken us a long way, and we're going to continue to go down that path because grid-scale storage is the way to clean up the grid.
You mentioned nuclear.
I think that also has to be part of the mix here if we want to really get down our emissions.
But I'm proud of the work we've done in San Jose, and there's a lot of runway left.
So is it fair to say that none of the power that will be used to energize these data centers will be, quote unquote, dirty, non-renewable power, carbon-based stuff?
Well, I can't guarantee none of it will because the power is coming off the grid.
And so what we're doing is using this projected increase in demand to sign new power purchase agreements that are mostly, if not entirely, quote unquote, clean.
But then that gets added to the grid and moves up the overall mix of renewable on the grid.
So I can't promise you that there aren't electrons coming off the grid that are coming from...
nuclear or or a gas uh plant somewhere certainly natural gas nuclear are still very much part of the foundation california isn't isn't really isn't using coal uh we're using geothermal is growing but it's really been solar paired with storage that's where most of the growth is coming from
And the great thing about growth is you can invest in innovation.
And that's what we're doing is we're explicitly purchasing solar paired with storage so that we can increase the renewable mix on the grid overall.
That benefits us and the entire state.
Mayor Mahan, any interest yet from some of the large hyperscalers or large tech companies in Silicon Valley for using this capacity?
What can you tell us?
We have a very robust pipeline.
PG&E did a cluster study last year that's already outdated because there's so much more demand.
I suspect most of those two gigawatts of new power coming online will be spoken for over the next 18 months.
We've got a long pipeline of
interested parties, the usual suspects, the hyperscalers and the big data center developers, some advanced manufacturing uses.
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