Hardware Podcasts

Frontier Forum: An energy-first approach to data centers

Catalyst · 22 Oct 2024 · 27m

What this episode covers

Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's shift from mitigating gas flaring to building gigawatt-scale, energy-first data centers for AI. He explains how Crusoe leverages stranded renewable energy in locations like West Texas and Iceland to power its 'climate-aligned cloud' and GPU clusters. Lochmiller identifies power availability, not chip supply, as the primary bottleneck for AI scaling, citing the immense energy demands of Nvidia's H100 and Blackwell chips. He highlights engineering challenges in cooling, labor shortages, and the potential for data centers to become net carbon-negative through innovations like direct air capture.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Crusoe Energy Systems, Nvidia, SES, Orbital Materials, Deep Mine, IEA, Goldman Sachs, Morgan Stanley, Pollychain Capital, Alcoa
Chips
H100, Blackwell, A100

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