The cover story for the November DCEO energy edition features CEO Jim Burke of Vistra.
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Burke distinguishes between proposed projects and the large-load demand that’s likely to materialize. He counts 12 to 15 GW of realistic load by 2030 in Texas—far less than the more than 400 GW represented by requests to connect to the grid.
“Nuclear was part of Vistra’s broader strategy to meet rising electricity demand from manufacturing returning to the U.S. and the electrification of transportation. AI is “absolutely a more recent growth vector,” Burke says. “Sometimes you get a little bit of luck along the way, but you have to be positioned.” ”
What’s trending ahead in the November issue
Montana’s Talk Back radio show interviews Jennifer Warren about the AI infrastructure buildout and what’s upcoming in DCEO