Volts Could we get hyperscalers to buy heat pumps for households?
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Oct 1, 2025 Ari Matusiak, Head of Rewiring America, and Carla Peterman, sustainability leader at PG&E, team up to discuss a groundbreaking proposal: can hyperscalers fund household electrification to alleviate grid pressure? They explore the potential of reframing households as essential energy infrastructure. The duo delves into how utilities view this capacity, the promise and challenges of virtual power plants, and the need for a customer-centric approach to facilitate widespread adoption. This innovative strategy could enhance tech companies' social licenses while empowering everyday families.
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City Bike Rush To The Event
- David Roberts rode a City Bike across Manhattan after getting lost to reach the event.
- He used this story to introduce the Rewiring America Homegrown Energy report.
Households As Energy Infrastructure
- Households can act as energy infrastructure that supplies grid capacity to meet data center demand growth.
- Rewiring America's analysis suggests household upgrades could meet 100% of hyperscaler load growth if scaled programmatically.
Hyperscaler Load Growth Is Urgent
- Data center load growth is large and fast: Rewiring America projects 128 GW of demand growth in five years, with 93 GW from hyperscalers.
- That scale creates urgency to deploy faster, distributed capacity solutions rather than waiting for new centralized generation.