SunCast

Jessica Fishman, Renewable Energy Director at KiteRocket, moderates an engaging panel featuring industry leaders. They delve into the AI demand driving rapid data center expansion and the urgent need for renewable energy solutions. Topics include the surprising use of geothermal and liquid cooling technologies, and the critical collaboration required between grid operators and data centers. The discussion also highlights challenges like workforce shortages, the role of energy management in sustainability, and the need for innovative solutions in the renewable energy sector.

Dean Solon, the outspoken founder of Shoals Technologies and now ReCreate Energy, dives into his ambitious new venture after taking his company public. He shares the real story behind Shoals' rise and why he chose to walk away at its peak. Expect bold insights on the slow solar industry, a new labor model inspired by fast food, and a revolutionary solar ordering system akin to a McDonald’s menu. Solon reveals how ReCreate Energy rapidly developed Nissan’s next-gen microgrid in just nine months, embracing American manufacturing with a no-nonsense approach.

Brian Nelson, the Renewable segment leader at ABB, shares insights from his two decades of experience bridging the gap between fast-moving renewables and cautious utilities. He explains the risk-averse mindset of utilities and its impact on tech adoption, while highlighting ABB's advancements in smart substations and virtual power plants. Nelson discusses the bottlenecks hindering renewable deployment and the significance of 'local-for-local' manufacturing, offering an engaging look at the future of electricity infrastructure.

Hanna Grene, leader of Microsoft’s Global Energy and Resources team, shares her insights on how AI is revolutionizing clean energy. Microsoft aims for a carbon-free future by leveraging AI to optimize energy dispatch and permitting, drastically reducing operational timelines. She reveals how they cut 17GW of fossil fuel reliance with software alone and discusses the integration of quantum computing for innovative energy storage solutions. Grene emphasizes collaboration with the clean energy sector as vital for a sustainable future.

Rebekah Hren, co-founder of Solar Tech Collective and a seasoned expert with over 20 years in solar industry compliance, shares intriguing insights into electrical codes. She discusses the significant impact of the National Electrical Code (NEC) and the challenges of rapid shutdown rules that nearly affected the industry. Rebekah emphasizes the need for robust training rather than just better technology for sustainable solar practices. Listeners gain valuable knowledge on UL certifications and the nuances of electrical code writing, advocating for greater industry engagement.

In this engaging discussion, Josh Goldberg from Sunstone Credit shares his expertise on navigating the commercial solar landscape amid economic challenges. He reveals how interest rates and tariffs are reshaping the industry, and why commercial solar remains resilient. Josh explains innovative financing solutions for clean energy upgrades, the significance of EV chargers, and how to craft compelling proposals. He emphasizes the potential of solar in boosting net operating income and addresses the need for better tools in the market, making Sunstone a leader in this transformative space.

“AI is the greatest threat to your business ever.” That’s how Sheldon Kimber opens this episode—and it only gets bolder from there.Live from the Kiterocket Lounge during ACP CleanPower 2025, Sheldon returns to SunCast to unpack the real story behind energy-hungry data centers, the rise of hybrid power solutions, and why clean energy is no longer about purity—it’s about pragmatism.As CEO of Intersect Power, Sheldon’s built one of the most forward-thinking development firms in the sector. He shares how Intersect is co-locating massive renewables with gas, batteries, and even grid backup—forming what might just be the future of baseload power. This is a must-listen for anyone monitoring how clean energy collides with digitalization, electrification, and AI.Expect to learn:🔹 Why the U.S. grid is fundamentally broken—and who’s really to blame🔹 The hybrid power recipe Intersect is using to power Google-scale data centers🔹 How political oscillation—not gas—is the real threat to climate progress🔹 Why Intersect is building its own control software instead of relying on VC-backed startupsCheck out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus

Ryan Abbott, President of Clayco Design and Engineering, dives into the transformative world of data centers designed for the AI era. He explains how the focus has shifted from land to power supply, highlighting the challenges of providing sustainable and reliable energy. Abbott discusses the importance of innovative cooling systems and the role of renewable energy integration. He also reveals why Arizona may emerge as a key hub for AI compute, showcasing the exciting future of data centers and their collaboration with electric grids.

Aaron Nichols, a marketing & advocacy specialist at Exact Solar, reveals how storytelling can be the game-changer in the solar industry. He shares captivating success stories that not only drive leads but also garner national media attention. Discover why relatable narratives trump data in engaging communities and how a thoughtful LinkedIn strategy can elevate your message. With anecdotes ranging from community projects to personal connections, Aaron shows how to make solar compelling and accessible.

Martin Hermann, Founder and CEO of BrightNight, is a pioneer in utility-scale solar with over two decades of experience. He discusses how hybridization—combining wind, solar, and batteries—can transform renewables into reliable baseload power. Hermann emphasizes the role of AI in optimizing grid stability and designing innovative energy systems. He also shares insights on overcoming industry challenges, moving beyond traditional real estate approaches, and the importance of mental well-being in the fast-evolving energy sector.