Ep372: Modular Data Centers and the Race for Speed
Matt Lohstroh, CEO of Giga Energy, discusses how modular construction is speeding up data center development, what lenders look for when financing AI infrastructure projects and how developers can address community concerns about taxes, water and power use.
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Ep372: Modular Data Centers and the Race for Speed
Matt Lohstroh, CEO of Giga Energy, discusses how modular construction is speeding up data center development, what lenders look for when financing AI infrastructure projects and how developers can address community concerns about taxes, water and power use.
Listen Now
Ep371: What It Takes to Finance New Nuclear
Chris Calavitta, head of project finance at Oklo, explains how the company plans to finance its small modular nuclear reactors, from funding its first plant with its own equity to using later projects to build a repeatable, lender‑ready asset class.
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Ep370: Bring Your Own Capacity: Powering Data Centers With Distributed Energy
This panel features Tom Rowlands Rees of BloombergNEF, Kevin Berkemeyer of Station A, Marissa Galizia of Voltus and Derek Lim Soo of Peak Power discussing how bring your own capacity programs let data centers and other large loads fund distributed batteries and demand response to connect to the grid faster.
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Ep369: The Path to Commercial Space‑Based Solar
John Bucknell, CEO of Virtus Solis Technologies, explains how his company plans to collect solar energy in orbit and send it to ground stations by microwave, providing continuous, low‑cost power for large loads such as data centers.
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Ep368: Bringing Battery Storage to Dense Cities
James McGinniss, CEO of David Energy, explains how plug‑in batteries and retail electricity supply can lower energy costs for commercial customers in dense urban markets like New York City.
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Ep367: Building Grid Resilience Against Extreme Weather
Mishal Thadani, CEO of Rhizome, explains how utilities can combine asset data, outage history and climate models to identify their highest extreme weather risks and plan resilience investments.
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Ep366: New Rules, Tariffs and Project Risk
Luke Edney, partner at Norton Rose Fulbright, discusses how new regulatory developments, tariffs and supply chain constraints are affecting procurement and construction for energy projects.
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Ep365: Energy as a Service in a Constrained Grid
Mariko Meier, CEO of Unison Energy, discusses how on‑site microgrids help commercial, industrial and data center customers manage energy reliability, cost certainty and carbon goals.
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Ep364: Inside Middle Market Tax Credit Transactions
Iñigo Rengifo, CEO of Concentro, discusses how tax credit transfers are being executed in the middle market and distributed generation sectors.
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