Big Tech Is All In On A Green Revolution


Amazon partners with Vector to make all of Australia a smart grid.

This story was pretty impressive, especially following their creation of a $2B ESG focused fund. This partnership grants Amazon, through AWS access to all of Vector’s smart meter data. This creates a huge revenue source for AWS while also allowing the utility to access and evaluate all of these billions of data points to truly start reworking the electric grid in Australia.

How this helps solar & wind come to fruition in the country is because of the detailed control and energy intelligence this partnership can provide. Various algorithms can be utilized to dissagregate and better predict load profiles across the grid at an appliance level. While also giving intelligence into the ideal locations for potential microgrids. With AI industrializing discovery across the globe AWS and Vector are set to accelerate grid modernization in Australia.

Tesla may become a utility in Germany…

I often question the absurdity of Tesla’s stock price, especially all of the $TSLA to $7000/share conversations you see on twitter past midnight. However, this isn’t about Tesla and investing in it – it is a feeder into how Tesla is changing their brand from a premium electric car manufacturer to an energy tech hardware & software provider. Naturally with a move into electric retail services Tesla can build huge margins given they control all if not most of the equipment needed to become a utility in Germany.

We may start to see multiple new providers enter this market as microgrids enabled by things like Tesla’s grid scale PowerPack become more affordable over time.

Microsoft is committed to the hydrogen economy

Let me preface this by saying Natural gas isn’t going anywhere in the short term. However, by 2030 I wouldn’t be surprised if Hydrogen has caught up or surpassed natural gas usage in rapidly growing green economies across the world.

Hydrogen works as a great clean alternative to natural gas for data centers. Companies like Bloom Energy have already started to retool their fuel cells for hydrogen as well. Microsoft has begun to pilot hydrogen based power for their power hungry datacenters as a way to replace diesel and natural gas. This helps move them towards their 2030 goal of becoming carbon negative.

About The Author

Swarnav S Pujari

Swarnav S Pujari

Founder of The Impact

Swarnav has over 10 years of experience in the energy & climate tech space, holds 2 patents and is active in the tech, climate and media industries. He specializes in Product/Product Innovation as well as Go-To-Market and Growth Strategy.

By training he’s a Materials Engineer with a background in research from his time at Georgia Tech and University of Illinois (UIUC).

He founded TouchLight a utility backed energy company focused on developing IP for utilities and startups pushing electrification forward. He also serves as the appointed Chairman for the Town of Yorktown’s Climate Smart Communities Task Force, where he helps with drafting legislation and enabling sustainability efforts within the town.

Concurrently, Swarnav founded The Impact to help investors, emerging founders and driven climate enthusiasts discover and identify new climate-tech startups, technologies and opportunities before they hit the traditional media sources.

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