埃尔科特（Ercot）的电力需求以及德克萨斯州的计划管理AI和HPC数据中心需求的浪潮

如今，Luxor Technologies的能源贸易总监Haley Thomson也加入了我们深入研究Ercot独特的能源市场，以及德克萨斯州计划如何管理AI和HPC数据中心需求的浪潮。

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

您正在听采矿荚。订阅《新闻通讯》，受到8,000多名比特币的信任：https：//newsletter.blockspacemedia.com

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

想开采比特币吗？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，在节目中，我们有Luxor Technologies能源贸易总监Haley Thomson，以及能源市场的巨大追随者，以及它如何随着德克萨斯州的AI和HPC数据中心需求的浪潮而变化。我们聊了聊国家计划如何通过更多可再生能源和电池存储来管理激增的需求。

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.

我们还讨论了矿工必须承担的有趣的法律和技术解决方案，以便继续在熊市中运营，以及高分监测者现在如何开始购买现有的采矿硬件和设施，以建立自己的AI和HPC实例。

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.

由于新的燃气工厂的上线速度很慢，而热浪带来了创纪录的温度和电力价格。

Here are some of the stats we chatted about:

这是我们聊天的一些统计信息：

* ERCOT expects 150GW peak demand by 2030

* Ercot预计到2030年有150GW的峰值需求

* ERCOT current peak load is 84GW (24)

* ERCOT电流峰值负载为84GW（24）

* 6GW of data center demand expected next year

* 6GW的数据中心需求预计明年

* 24GW solar deployment planned 2024-2025

* 24GW太阳能部署计划2024-2025

* 13GW storage deployment planned 2024-2025

* 13GW存储部署计划2024-2025

* $40B worth of nat gas plants proposed

* $ 40B的NAT燃气厂提议

Timestamps:

时间戳：

00:00 Start

00:00开始

02:02 ERCOT's surging power demand

02:02 Ercot的电力需求激增

05:37 2023 power price spikes

05:37 2023电价尖峰

10:42 ERCOT energy storage plans

10:42 Ercot储能计划

17:58 Does storage help AI data center demand?

17:58存储有助于AI数据中心需求吗？

24:02 Baseload buildout trailing demand

24:02基本负载的建筑物尾随需求

30:01 PGM vs energy only

30:01 PGM与能量

36:33 Creative power generation work arounds

36:33创意发电围绕着

39:16 Does off grid power scale?

39:16是否会脱离电网功率量表？

40:19 Types of AI power demand

40:19 AI电源需求类型

45:35 Hyperscalers buying mining sites

45:35大麻购买采矿网站

48:40 Wrap up

48:40总结

👉 CleanSpark (CLSK), America’s Bitcoin Miner!

👉CleanSpark（CLSK），美国的比特币矿工！

Cleanspark develops infrastructure for Bitcoin, an essential tool for financial independence and inclusion. Learn more by visiting https://www.cleanspark.com/!

CleanSpark开发了比特币的基础设施，这是财务独立性和包容性的重要工具。通过访问https://www.cleanspark.com/了解更多信息！

👉 Digital Shovel, All Things Crypto Mining!

👉数字铲，所有的加密矿山！

Are you a Crypto miner looking to expand your operations leading into this next Bull Market? Digital Shovel is a leading manufacturer of modular mining pods, as well as PDUs & Switchgears. Industry leading prices starting at $69,000/MW for a complete datacenter, including Smart PDUs and switchgear. For more information, visit www.DigitalShovel.com

您是一名加密货币矿工，希望将您的运营扩展到下一个牛市吗？ Digital Shovel是模块化开采豆荚以及PDUS和SwitchGears的领先制造商。整个数据中心（包括Smart PDU和SwitchGear）的行业领先价格起价为69,000美元/兆瓦。有关更多信息，请访问www.digitalshovel.com

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

luxor，比特币采矿和计算功率的领导者！

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固件获得改变游戏规则的采矿业绩。通过Luxor固件促进哈希拉特，削减能源交易结果。通过Luxos提高哈希龙，降低能源成本，保护您的硬件并最大化采矿利润。

👉 Nicehash, Hashrate, Bitcoin payments and mining!

👉Nicehash，Hashrate，比特币支付和采矿！

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）是全球领先的哈希拉特市场（Hashrate Marketplace），为矿工提供了一套完整的工具和软件，以优化其运营。 Nicehash总部位于瑞士，是一个完全受监管的加密矿业平台。

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

Sunnyside Honey Inc.与高级制片人Damien Somerset生产了“矿荚”。