埃爾科特（Ercot）的電力需求以及德克薩斯州的計劃管理AI和HPC數據中心需求的浪潮

如今，Luxor Technologies的能源貿易總監Haley Thomson也加入了我們深入研究Ercot獨特的能源市場，以及德克薩斯州計劃如何管理AI和HPC數據中心需求的浪潮。

You're listening to The Mining Pod. Subscribe to the newsletter, trusted by over 8,000 Bitcoiners: https://newsletter.blockspacemedia.com

您正在聽採礦莢。訂閱《新聞通訊》，受到8,000多名比特幣的信任：https：//newsletter.blockspacemedia.com

Want to mine Bitcoin? Check out the Blockspace Media store today!

想開採比特幣嗎？立即查看Blockspace Media Store！

Today on the show we have Haley Thomson, director of energy trading at Luxor Technologies and a great follower of the energy market and how it's changing with the incoming wave of AI and HPC data center demand in Texas. We chatted about how the state plans to manage the surging demand with more renewable energy and battery storage.

今天，在節目中，我們有Luxor Technologies能源貿易總監Haley Thomson，以及能源市場的巨大追隨者，以及它如何隨著德克薩斯州的AI和HPC數據中心需求的浪潮而變化。我們聊了聊國家計劃如何通過更多可再生能源和電池存儲來管理激增的需求。

We also discussed the interesting legal and technical workarounds that miners are having to undertake to continue operating in a bear market, and how the hyperscalers are now beginning to buy up existing mining hardware and facilities to build out their own AI and HPC instances.

我們還討論了礦工必須承擔的有趣的法律和技術解決方案，以便繼續在熊市中運營，以及高分監測者現在如何開始購買現有的採礦硬件和設施，以建立自己的AI和HPC實例。

We're still seeing an imbalance in baseload generation as the new gas plants are slow to come online, while the heatwave brought record-high temperatures and electricity prices throughout July.

由於新的燃氣工廠的上線速度很慢，而熱浪帶來了創紀錄的溫度和電力價格。

Here are some of the stats we chatted about:

這是我們聊天的一些統計信息：

* ERCOT expects 150GW peak demand by 2030

* Ercot預計到2030年有150GW的峰值需求

* ERCOT current peak load is 84GW (24)

* ERCOT電流峰值負載為84GW（24）

* 6GW of data center demand expected next year

* 6GW的數據中心需求預計明年

* 24GW solar deployment planned 2024-2025

* 24GW太陽能部署計劃2024-2025

* 13GW storage deployment planned 2024-2025

* 13GW存儲部署計劃2024-2025

* $40B worth of nat gas plants proposed

* $ 40B的NAT燃氣廠提議

Timestamps:

時間戳：

00:00 Start

00:00開始

02:02 ERCOT's surging power demand

02:02 Ercot的電力需求激增

05:37 2023 power price spikes

05:37 2023電價尖峰

10:42 ERCOT energy storage plans

10:42 Ercot儲能計劃

17:58 Does storage help AI data center demand?

17:58存儲有助於AI數據中心需求嗎？

24:02 Baseload buildout trailing demand

24:02基本負載的建築物尾隨需求

30:01 PGM vs energy only

30:01 PGM與能量

36:33 Creative power generation work arounds

36:33創意發電圍繞著

39:16 Does off grid power scale?

39:16是否會脫離電網功率量表？

40:19 Types of AI power demand

40:19 AI電源需求類型

45:35 Hyperscalers buying mining sites

45:35大麻購買採礦網站

48:40 Wrap up

48:40總結

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👉CleanSpark（CLSK），美國的比特幣礦工！

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CleanSpark開發了比特幣的基礎設施，這是財務獨立性和包容性的重要工具。通過訪問https://www.cleanspark.com/了解更多信息！

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👉數字鏟，所有的加密礦山！

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您是一名加密貨幣礦工，希望將您的運營擴展到下一個牛市嗎？ Digital Shovel是模塊化開採豆莢以及PDUS和SwitchGears的領先製造商。整個數據中心（包括Smart PDU和SwitchGear）的行業領先價格起價為69,000美元/兆瓦。有關更多信息，請訪問www.digitalshovel.com

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

luxor，比特幣採礦和計算功率的領導者！

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy trading results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

使用Luxor固件獲得改變遊戲規則的採礦業績。通過Luxor固件促進哈希拉特，削減能源交易結果。通過Luxos提高哈希龍，降低能源成本，保護您的硬件並最大化採礦利潤。

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👉Nicehash，Hashrate，比特幣支付和採礦！

NiceHash is the world leading hashrate marketplace providing a full suite of tools and software for miners to optimize their operations. Based in Switzerland, NiceHash is a fully regulated crypto mining platform.

尼斯哈什（Nicehash）是全球領先的哈希拉特市場（Hashrate Marketplace），為礦工提供了一套完整的工具和軟件，以優化其運營。 Nicehash總部位於瑞士，是一個完全受監管的加密礦業平台。

"The Mining Pod" is produced by Sunnyside Honey Inc. with Senior Producer Damien Somerset.

Sunnyside Honey Inc.與高級製片人Damien Somerset生產了“礦莢”。