Stanford Energy newsletter is out! The week that was: 1. Five postdocs advance; 2. Sustainable AI startup; 3. Natural gas trap; 4. Nuclear fusion 1. Five Stanford energy fellows open next chapter in research careers As applications for the 2026 cohort opens, the first fellows

Really important question by Nicholas Martin and theory of case for IRA, which align w our understanding at Third Way Climate & Energy w Ell Hughes-Cromwick Varun Sivaram Sagatom Saha were involved. And Admin folks like Brian Deese and Jigar Shah wrote, spoke, and approached implementation of IRA. 1/

Fantastic article from Vinod Khosla. We have an opportunity to much more narrowly focus on US competitiveness in nascent and emerging energy technologies. Time to invest in a more fiscally disciplined, innovation-forward manner to drive US exports around the world 💪

Jon Erlichman The value of AI companies will exceed non-AI probably by an order of magnitude

DCFlex collaborators NVIDIA, Emerald AI, Oracle, and Salt River Project demonstrated the potential for an AI data center to provide grid relief during a peak system event. EPRI’s #DCFlex initiative can help support the expansion of an AI-driven economy. Learn more:

Absolutely insane statistic: China is building 3/4 of all solar and wind globally: 510/689GW under construction on.ft.com/4lr7QjW via Financial Times

This!! Emerald AI virtualizes power control of AI data centers, so that no matter what your underlying data center hardware is, your data center can flexibly modulate its power use alone or as part of a networked data center VPP, while assuring AI workload performance

Thank you katie brigham! We're thrilled at @EmeraldAI_ to unlock massive new capacity for data centers on existing power systems. This is a great profile of both the challenges and the opportunity to advance AI competitiveness, stabilize rates, and protect grid reliability 💪

⚡It was an honor to represent @EmeraldAI_ as 𝗼𝗻𝗲 𝗼𝗳 𝟲𝟬 𝗖𝗘𝗢𝘀 𝗼𝗻𝘀𝘁𝗮𝗴𝗲 𝘄𝗶𝘁𝗵 𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 Donald J. Trump at Senator Senator Dave McCormick's Energy, AI, and Innovation Summit in Pittsburgh, Pennsylvania. I also joined CNN from the summit to applaud the Trump

Dwarkesh Patel Vaclav Smil is the OG. Jesse D. Jenkins Varun Sivaram Alex Trembath Tony Seba Shanu Mathew Ramez Naam AukeHoekstra Jigar Shah ＠booot . Joe D CEO of Constellation may have realest industry takes. Phil Larochelle is a treat. Consider ppl at elec system operators, oil/gas. I'm avail too.

Not only is this incredibly exciting (congrats OpenAI!), but the rise of long-test-time inference suggests added temporal flexibility for AI tasks, which @EmeraldAI_ seeks to exploit to achieve power use flexibility!

Unbelievable. Two (!) labs achieved gold medal scores (35+/42) in the International Math Olympiad: Google DeepMind & OpenAI! At Emerald AI, we're proud that Google Chief Scientist Jeff Dean is our investor and excited to manage the energy use of AI so innovation can continue!

⚡️The The White House AI Action Plan can help the US win the global AI race. 💡Our CEO Varun Sivaram was there today at the Hill & Valley Forum to learn how Emerald can help unlock the power needed to make the US the world leader in AI. #AI #AIActionPlan #Innovation #AIPolicy

Having a bit of a fun trying to keep up with my Emerald AI homies 😂. Varun Sivaram and his science team storming the world and I'm delighted to be here for the ride. NVIDIA AI NVIDIA #computeflex #gridflex #AIdominance

The country's largest power market just posted the highest capacity price in its history – and soaring data center demand is the "primary reason," according to @PJMInterconnect's Independent Market Monitor. "Virtually every trend is setting us up for electricity price spikes,"

Congratulations on releasing the most powerful AI model to date, Google and Chief Scientist Jeff Dean! Super proud you're our investor in @EmeraldAI_!