The energy transition is waiting on transformers
Panels and turbines are cheap and available. The boring steel box that connects them has a four-year lead time.
Energy, efficiency and the carbon cost of computation.
4 stories
Panels and turbines are cheap and available. The boring steel box that connects them has a four-year lead time.
Rack densities passed the point where moving air is physically enough. The retrofit bill is now the story.
Efficiency initiatives chase language choice and hardware. The biggest wins came from jobs nobody needed to run.
Storage is billed as energy arbitrage. Most of its value is frequency response, and the market barely prices it.