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Network Arbitrage

charlesyang.substack.com · 1,026 words · saved by 1 readers

A mental model for understanding whats happening in energy

Last year when I was at the Department of Energy, I helped draft our data center load growth strategy. I had the opportunity to talk with hyperscalers, data center colocation providers and private equity firms, gridtech vendors, utilities, and even electrician unions about what they were seeing on the ground in terms of load growth and data center demand. “Network Arbitrage” increasingly became my mental model for how to understand and organize a number of seemingly different technology and grid trends. A useful model is to imagine the world as many overlaid networks which occasionally…

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