Ten megawatts in about 200 days against a five-year average

From Off-Grid AI Data Centers Powered By Second-Life Tesla Batteries. Built in 200 Days. on Deeptech Decoded, with Casey Spencer.

Transcript

Casey Spencer
Casey Spencer· Voxel Energy

Yeah, I'm good at first principles engineering. Tesla's modus operandi is being scrappy, knowing when to question what it is you're doing and completely rethink a paradigm. If there is a problem that you're facing, question how you got there because it could be that you're focused on fixing this problem. Whereas the system that put you in front of the problem itself might need reworking such that you might not need to solve that problem to begin with. And that's what led to now Voxel. If the grid interconnection is the problem, then the best grid connection is no grid connection. And so that's the foundational principles and basically everything I do at this point.

Nihal Kurth
Nihal Kurth

Love you guys. Yeah, but also like it is, you still do something. Some of the folks out there are like looking like this, like, huh, is it a long-term solution? Is it a real solution? Is it something like he tries to take the opportunity in a way the window is open and then let's just leverage as much as we can. Perhaps, can you just give us a high level Moxil energy, like just to remind or. listeners, what are you guys trying to do? What are you trying to achieve? And then we break it down to the components and try to understand how you do it.

Casey Spencer
Casey Spencer· Voxel Energy

Mm-hmm. Mm-hmm. So as I just said, data centers, no grid connection. We deploy 10 megawatts in approximately 200 days. I'm pushing for 150 days. And if you're anyone else, national average for that size is like five years. There are $3 trillion worth of data centers slated for construction by 2030. Half won't be made because there just won't be the energy availability. A lot of people are going all in on things like diesel generators. Well, Now diesel generators have a multi-year wait list. Okay, now natural gas. Well, there's only so much natural gas. And so we're kind of running out of natural gas pipeline connections. And so what's available and what has the capacity to maintain production level are solar panels, wind, and the batteries we leverage. If you're anyone else and you're trying to get batteries in enough quantity to sustain build-ups this big, you're going to producers like cattle. CATL and they now also have like a two-year wait list for appreciable size energy installations and

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