Ethan of Moonshot talks us through the key differences of the infrastructural needs of AI and BTC Mining. Each utility and facility has different needs. The HPC that @DataFlex Energy Partners places with our power providers is always tailored to the needs of the generation. This is key to the plan and relationship.

DataFlex Energy Partners says: - Bitcoin fills gaps in the local power grid. - Bitcoin solves problems in the power generation space. - Bitcoin puts public owned power companies on a righted course financially. - Bitcoin lines up solutions for future power generation builds. - Bitcoin facilitates overbuilds of generation capabilities. - Bitcoin and energy are hand in hand. Public owned local mining is the next stop for decentralized health of the Bitcoin network.

As publicly owned and municipal utilities navigate the complex transition from traditional coal generation to a more diverse energy future, embracing innovative strategies is key to reliability and economic growth. By integrating high-demand industries like data centers and bitcoin mining with local power grids, utilities can secure new, steady sources of load—helping older coal plants operate efficiently and spread their fixed costs over more kilowatt-hours, even as renewable adoption gradually rises. This approach not only supports affordable, reliable energy for the community but also extends the useful life of existing infrastructure, giving utilities the stability and flexibility they need while preparing for a clean energy future. By harnessing these partnerships, @DataFlex Energy Partners can preserve energy advantages, ensure grid resilience, and manage the transition at a pace that benefits everyone. This makes the local grid a hub for innovation and longevity in the evolving energy landscape.

Southwest Power Pool (SPP) now requires 36% winter reserve margin. That’s not a planning target. It’s a compliance obligation. And it’s why public utilities need flexible, dispatchable load that doesn’t require added buildout of generation for compliance.

AEP faces 15 GW of new data center load through 2030 - more growth than they’ve seen in a generation. Traditional planning assumptions are obsolete when single campuses request “several GW” instead of 30-60 MW. The question isn’t whether this demand is coming - it’s whether utilities will control it or be controlled by it. Smart grid-integrated solutions that align compute with generation patterns offer a path forward.

Settling in at New Orleans for the American Public Power Association annual National Conference. Meeting more public utilities that could enjoy grid tools that spew hard money. #APPA