Why Grid Power Can't Save AI Data Centers (Microgrids Can)

Clean Power Hour

#EP314

Today on the Clean Power Hour, Michael Stadler, CTO of Xendee, reveals why the utility grid cannot support the AI data center boom and how microgrids provide the only viable path forward.

Michael began researching microgrid optimization at Lawrence Berkeley National Laboratory (LBNL) in 2002, spending over 20 years developing the technology before co-founding Xendee in 2018 with CEO Adib Naslé (see Ep 209). Xendee provides design and optimization software for complex microgrids, helping developers determine the right mix of technologies, optimal sizing, economic returns, and control strategies.

In this episode, Michael breaks down the economics, technologies, and design strategies powering the next generation of energy infrastructure.

What You'll Learn:

• Why data centers can't rely on grid power - Interconnection queues might take 5-10 years, making microgrids the only realistic option for gigawatt-scale facilities
• The optimal technology mix for data centers - Combined heat and power systems, batteries, and solar working together to provide 24/7 reliable power
• How Xendee's platform works - Input your power needs and geography, get optimal sizing for generators, batteries, and renewables plus control strategies
• CHP systems as the secret weapon - Natural gas generators provide electricity while waste heat powers absorption chillers for cooling, cutting demand dramatically
• Energy as a Service models - Third parties install and operate microgrids, selling power to data centers under long-term contracts
• Microgrids as fluid systems - Start with available technology now, upgrade over time as new solutions like small modular reactors become viable
• Market dynamics shifting fast - Projects moving from simple PV+battery to complex multi-technology systems requiring sophisticated design
• US leading Europe in microgrids - Behind-the-meter systems reduce grid burden, unlike European virtual power plants that strain infrastructure

You can find Michael Stadler here:

LinkedIn: www.linkedin.com/in/stadlermichael/

Website: xendee.com/

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