Where the 26% efficiency gain over AC comes from

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

Transcript

CA
Cameron

Robert, please, tell me off if I do. So I said, are you able to give a formula for the dimensions of the PV, BSS and data center, for example, so as a one to one to one or a point eight to one to one, how large does the PV and battery have to be in relation to the data center?

Casey Spencer
Casey Spencer· Voxel Energy

So sliding scale, it depends on a lot. It depends on the specific PV. It depends on the land. It depends on the power drop profile. The biggest contributing factor is locations, the geography. Could you build a data center in like Maine or Michigan or anywhere in the north powered by solar? Technically could you? Sure. But it would be I don't need like two, three X's big at least because obviously solar radiance is so much lower. ⁓ And so then that contributes to factors including like the actual power draw from the data center itself, cost optimization, blah, blah. So when we go from the cell to the battery to the actual data center, that is a good question as far as like what the actual

CA
Cameron

Yeah. Mm-hmm.

Casey Spencer
Casey Spencer· Voxel Energy

energy loss is I'm confident in saying I do know it's 96%. It's 96 % efficient. Whereas your typical AC infrastructure where it goes DC, AC, DC, AC, DC, AC, I think there's something like five different transformation points. that is more like 70 % efficiency. Yeah, 70 % efficient. And that's where the 26 % comes from because we still have some loss in the form of 4%. That's why we're not at a dead 100, whereas AC is at 70. So the delta being 26%, that's our efficiency gain.

CA
Cameron

Mm.

Casey Spencer
Casey Spencer· Voxel Energy

So for us, we're mostly building in the Southwest, like I said, New Mexico, Intersect Power, who I mentioned earlier, they build in California, which is an interesting choice. I can see why it's a proximity thing. California, even though it's renewable, even though it's solar and battery, California is really difficult to build in just generally. Any kind of permitting, California is very difficult. So it's an interesting choice. And frankly, I suspect ⁓

CA
Cameron

Hmm.

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