Author Archive

‘Behind the Metre’ may mean ‘Front of the Line’

September 9, 2024
Daniel Golding

There is a tremendous amount of discussion about ‘behind the metre as well as ‘energy st...

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Goldman Sachs wrong on AI and wrong on the future

July 17, 2024
Daniel Golding

Goldman Sachs recently published a research note bemoaning the lack of returns on current and future...

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The third wave of data centre power is about self-generation as the sector hits constraints in second wave

April 9, 2024
Daniel Golding

As the impact of machine learning supercharges data centre demand, there is increased focus on how w...

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NVIDIA GTC impressions from a data centre perspective; it was my understanding that there would be no math

April 8, 2024
Daniel Golding

There are plenty of thought pieces being written about last week’s iconic NVIDIA GTC conference, b...

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