Ep. 253 - Luke Saladyga: The Power Ran Out. Here’s Who’s Racing to Build More.

A West Texas frac company turned out to be one of the best-positioned energy players of the AI era. Luke Saladyga explains how that happened, why power got scarce so fast, and why the steadiest jobs of the next decade might be ones nobody told you to want. Chapters: 00:00:00 Welcome back on Star Wars Day 00:02:13 The perfect storm: how power got scarce 00:09:10 From Oracle to VoltaGrid: frack fields to AI power 00:10:21 Moving 25 to 40 megawatts in under 24 hours 00:12:38 The hard part: load transients in milliseconds 00:20:24 Why Luke joined, and betting before the contracts 00:24:00 8.3 gigawatts contracted, and why competition matters 00:30:09 How Oracle burned the ships 00:36:14 Will the grid catch up? The swing-set problem 00:46:01 Is this a bubble? Why turbine makers stay cautious 00:54:04 Communication and energy: the engine of every advance 00:56:20 Behind the meter, explained simply 00:58:50 Take-or-pay contracts and the coming efficiency push 01:03:38 Labor: the real constraint and the aging-talent crisis 01:11:18 The markers of who adapts well 01:28:37 Mike Rowe, welders, and the trades PR battle 01:31:19 Georgia's free trade tuition and a welder who blew his mind 01:35:23 Where to follow Luke, and the one takeaway: embrace the chaos References and Links: Luke Saladyga LinkedIn: https://www.linkedin.com/in/saladyga/ VoltaGrid: https://voltagrid.com Jim Gao (Phaidra): https://www.linkedin.com/in/jimgao/ Texas SB6 — load-transient / large-load interconnection bill Thank you for visiting our channel, be sure to Like, Comment, and Subscribe! For more information, go to https://www.QTSDataCenters.com Learn More about QTS Data Centers on the QTS YouTube Channel: https://www.youtube.com/users/qtsdatacenters Think you have a great topic for a podcast or would like to schedule an interview with Dave? Send in your requests to [email protected]