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Catalyst Live Online Service - Scott Robertson by Catalyst Vineyard Church
For those steeped in the world of AI development, the major differences between tech giants' chip strategies are easy enough to see: the speed of Google's TPUs, the affordability of Amazon's Trainium, and Nvidia's market dominance. But those same companies' respective energy strategies often fly under the radar. As data center buildouts surge across the U.S., the tech industry is hitting a massive wall: a power grid that can't move fast enough to support them. In this episode, Shayle sits down with Jeremie Eliahou Ontiveros, who leads coverage of infrastructure and power at SemiAnalysis, to lift the curtain on the hyper-competitive world of AI energy procurement. They cover topics including: The hyperscaler leaderboard: Why Google remains the most energy-sophisticated tech giant, as others continue to innovate Why power has effectively become revenue for frontier labs How Google uses its massive balance sheet to provide financial backstops for Anthropic's data center buildouts Why the interconnection queue is forcing AI labs like OpenAI and Anthropic to bring their own generation The sudden market frenzy over modular speed-to-power options—ranging from aeroderivative gas turbines and massive reciprocating engines to billions of dollars of fuel cells Catalyst: How data centers are complicating transmission expansion Catalyst: Live from Transition-AI 2026: Inside Google's massive AI capex Catalyst: The rise of flexible data centers Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet Open Circuit: The new reality for data centers: No easy answers Open Circuit: Can data centers regain their social license? Open Circuit: Grid utilization vs expansion: The 100GW debate Latitude Media: FERC to grid operators: Connect large loads to transmission faster Latitude Media: The rise of the data center power exchange Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. This episode of Catalyst is brought to you by ENGIE, the smarter energy supplier. ENGIE doesn't just provide the power to run your business — they supply the energy to move it forward, with reliable, flexible solutions built for what's next. Learn more at engieresources.com. Catalyst is brought to you by EnergyHub. Peak season puts every grid to the test — and the utilities that pass are the ones that built flexible capacity before they needed it. EnergyHub works with more than 170 utilities to coordinate 2.5 million devices and 3.4 gigawatts of dispatchable flexibility through a single platform designed to perform when it counts most. See what that looks like at EnergyHub.com. Catalyst is brought to you by Bloom Energy. Bloom Energy fuel cells deliver affordable, ultra-reliable onsite power for hospitals, utilities, and data centers – at speed and at scale. Learn more by visiting BloomEnergy.com.
Catalyst Live Online Service - James Duce by Catalyst Vineyard Church
(We had some technical issues with the recording, meaning it starts in the middle of the scripture reading. The scripture reading is Ephesians 5:22-6:9)
Catalyst Live Online Service - Sarah Shin by Catalyst Vineyard Church
While many energy insiders remain focused on the staggering demand coming from AI and data centers, a much larger and far-reaching shift is happening. We are entering what Energy Impact Partners' head of research Andy Lubershane calls the "electric supercycle" — a series of interlocking technological flywheels that are accelerating the clean energy transition faster than many may realize. In this episode, Shayle sits down with Andy to map out the interconnected nature of the "electric stack.” They unpack how early investments in solar and EVs are scaling up technologies that are now feeding back into grid infrastructure, and look ahead to the massive electricity demands of the coming robotics and defense industry boom. They also consider the pressing question of the ultimate rate limiters for meeting this demand. Shayle and Andy discuss topics like: - The power grid supply crunch - Why electricity prices have tracked inflation so far, but may surge past it when equipment costs hit retail customer bills. - The four pillars of the electroindustrial tech stack: Solar PV, lithium-ion batteries, EVs, and wide-bandgap power electronics - How a "Robo-Butler" load profile compares to other household appliances - How the defense industry could catalyze climate tech, especially batteries - Why physical transmission corridors remain the top rate limiter for the energy transition - Andy Lubershane's Substack post, “Riding the Electric Supercycle” - Catalyst: Five big questions about the future of energy (with Andy Lubershane) - Catalyst: Surprising trends in global electricity generation - Catalyst: Live from Transition-AI 2026: Inside Google's massive AI capex - Catalyst: AI scaling pathways: On grid, on edge, off grid, off planet - Open Circuit: America's electricity rage is here - Open Circuit: Have we run out of big ideas to fix the grid? Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company's messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Catalyst Live Online Service - Scott Robertson by Catalyst Vineyard Church
Catalyst Live Online Service - Jonny Fenn-Tye by Catalyst Vineyard Church
Catalyst Live Online Church Service - Sarah Robertson by Catalyst Vineyard Church
Catalyst Live Online Church Service - Libby Granges by Catalyst Vineyard Church
Catalyst Live Online Church Service - Nathan Cuthbert by Catalyst Vineyard Church
Rooted & Resilient - Catalyst Live Online Church Service - Andrew Reid by Catalyst Vineyard Church
Faithful & Prepared - Catalyst Live Online Church - Scott & Sarah Robertson & Nathan Cuthbert by Catalyst Vineyard Church
Catalyst Live Online Church Service - Scott Robertson by Catalyst Vineyard Church
Catalyst Live Online Church Service - Ellie McRoberts by Catalyst Vineyard Church
Catalyst Live Online Church Service by Catalyst Vineyard Church
Catalyst Live Online Church Service by Catalyst Vineyard Church
Unshakable Faith - Catalyst Live Online Church Service - Sarah Robertson by Catalyst Vineyard Church
Unshakable Faith - Catalyst Live Online Church Service - Matthaeus Aagaard by Catalyst Vineyard Church
Welcome to Catalyst Vineyard Church's Sunday Service podcast. Catalyst Vineyard is a friendly, growing church based in North East Scotland, passionate about helping people encounter Jesus and live lives of hope and freedom. Find out more, get prayer, or visit a service at:
Welcome to Catalyst Vineyard Church's Sunday Service podcast. Catalyst Vineyard is a friendly, growing church based in North East Scotland, passionate about helping people encounter Jesus and live lives of hope and freedom. Find out more, get prayer, or visit a service at:
Welcome to Catalyst Vineyard Church's Sunday Service podcast. Catalyst Vineyard is a friendly, growing church based in North East Scotland, passionate about helping people encounter Jesus and live lives of hope and freedom. Find out more, get prayer, or visit a service at:
Welcome to Catalyst Vineyard Church's Sunday Service podcast. Catalyst Vineyard is a friendly, growing church based in North East Scotland, passionate about helping people encounter Jesus and live lives of hope and freedom. Find out more, get prayer, or visit a service at:
The imminent arrival - Catalyst Live Online Church Service - Sarah Robertson by Catalyst Vineyard Church
The Promise of Hope - Catalyst Live Online Church Service - Nathan Cuthbert by Catalyst Vineyard Church
Catalyst Live Online Church Service - Sydney Murray by Catalyst Vineyard Church
Catalyst Live Online Church Service - Sarah Shin by Catalyst Vineyard Church
The Action Catalyst unites several of its esteemed alumni; Anya Cheng, founder and CEO of Taelor, Dave Brown, Founding Partner at Southwestern Consulting, Dr. Amy D'Aprix, President and Founder of Lifebridge Strategies, and newcomer Gayathri Krishnamurthy, Head of Product Marketing at Level AI, for it's first ever "live" episode, from City Winery in Nashville, and a panel discussion on harnessing the growing power of AI without using the human touch. Each guest shares their unique perspective on AI's limitations and pitfalls, how to blend technology with humanity, potential use cases and opportunities, and where we go from here.Mentioned in this episode:Get 10% OFF Taelor gift cards right now using promo code PODCASTGIFT at Taelor.styleTaelorGet 10% OFF Taelor gift cards right now using promo code PODCASTGIFT at Taelor.styleTaelor
Catalyst Live Online Church Service - Scott Robertson by Catalyst Vineyard Church
Asking Big Questions - Catalyst Live Online Church Service - Sarah Robertson by Catalyst Vineyard Church
Catalyst Live Online Church Service - Scott Robertson by Catalyst Vineyard Church
Catalyst Live Online Church Service - Matthaeus Aagaard by Catalyst Vineyard Church
Catalyst Live Online Church Service - Jonny Fenn-Tye by Catalyst Vineyard Church
I saw The Lord - Catalyst Live Online Church Service - Taryn Freeland by Catalyst Vineyard Church
Vineyard Values, The Church is an Army - Catalyst Live Online Church Service - Sarah Shin by Catalyst Vineyard Church
Vineyard Values, The Church is Home - Catalyst Live Online Church Service - Jonny Fenn-Tye by Catalyst Vineyard Church
Catalyst Live Online Church Service - James Duce by Catalyst Vineyard Church
A Generous Father - Catalyst Live Online Church Service - Sarah Robertson by Catalyst Vineyard Church
Catalyst Live Online Church Service - James Duce by Catalyst Vineyard Church
It's a Catalyst first-of-a-kind: our very first live event! We hosted it last Wednesday at San Francisco Climate week. In this episode, Shayle talks to Mike Schroepfer, co-founder and partner at Gigascale Capital and former CTO of Meta, and Nick Chaset, CEO of Octopus Energy US. Together they cover: Lessons on building products that consumers love Over and under hyped trends, including data center load growth, carbon removal, and fusion What areas will benefit most from the current administration The most important, least appreciated category of climate tech The craziest idea that just might work Recommended resources: Catalyst: A skeptic's take on AI electricity load growth Catalyst: The geopolitics of rare earth elements Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is executive editor. This special Catalyst Live was sponsored by JP Morgan Chase and DLA Piper. Catalyst is brought to you by Anza, a platform enabling solar and storage developers and buyers to save time, reduce risk, & increase profits in their equipment selection process. Anza gives clients access to pricing, technical, and risk data and tools that they've never had access to before. Learn more at go.anzarenewables.com/latitude. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.
Easter Sunday - Catalyst Live Online Church Service - James Duce by Catalyst Vineyard Church
Euan Cummings from Aberdeen Central shared at Catalyst Live on Jesus's prayer for The Church.
Catalyst Live Online Church Service - Naomi Martin by Catalyst Vineyard Church
Tori Duce, Aberdeen Central Site Pastor sharing God's Word on Mother's Day.
Sarah Shin from Catalyst Aberdeen North continues the series 'Everything Changes.'
Katy Shelley kicks off the new series 'The Promises of the Passion."
Chuck Freeland continues the series 'Everything Changes.'
The Call, the Cost and the Worship - Catalyst Live Online Church Service - Taryn Freeland by Catalyst Vineyard Church
James Duce, Aberdeen Central Site Pastor, continues the series "Everything Changes".
Aberdeen Site Pastor, Tori Duce, continued the series "Everything Changes."