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varon shiveram

T3 · host / generalist

Founded Emerald AI, which develops software to make AI data centers power-flexible grid assets; raised $150M Series A at $1.05B valuation.

2 calls·1 name·100% bull·last heard 29 days ago·The Information
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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1sthigh conviction
$EMERALD-AIEmerald AI

Emerald AI raises $150M at $1.05B valuation to make data centers flexible grid assets unlocking 100 GW

Emerald's software orchestrates AI workloads with AI agents to reduce data center power during grid stress while maintaining performance, unlocking 100 GW of stranded grid capacity. Each 10% increase in grid utilization reduces community power bills 3-4%. Commercial deployments live at Nebius, Oracle, Digital Realty with Nvidia partnership; backed by Nvidia, Salesforce Ventures, Kleiner Perkins, Siemens, Samsung.

The Information2026-08episode →

most discussed · click a bar to filter

  • $EMERALD-AI

recurring themes

  • Grid & Power Infrastructure2
  • AI Geopolitics & Export Controls1
2 total
$EMERALD-AI
Emerald AI
HIGHvaron shiveram·The Information·29 days ago·Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI
Emerald AI raises $150M at $1.05B valuation to make data centers flexible grid assets unlocking 100 GW
Emerald's software orchestrates AI workloads with AI agents to reduce data center power during grid stress while maintaining performance, unlocking 100 GW of stranded grid capacity. Each 10% increase in grid utilization reduces community power bills 3-4%. Commercial deployments live at Nebius, Oracle, Digital Realty with Nvidia partnership; backed by Nvidia, Salesforce Ventures, Kleiner Perkins, Siemens, Samsung.
"With flexible data centers, we can unlock a 100 gawatts of power overnight and we can fit more data centers onto the existing grid because they're flexible. And the second problem…"
22:00
$EMERALD-AI
Emerald AI
HIGHvaron shiveram·The Information·29 days ago·Meta’s $18B Social Media Settlement, Nvidia’s Upcoming Results, Bill Gates’ Stark Warning About AI
Emerald AI CEO claims software unlocks 100GW grid capacity for AI data centers
Emerald AI's power orchestration software enables data centers to flexibly reduce load during grid stress, unlocking 100GW of stranded grid capacity and solving both power availability and community cost concerns.
"Emerald AI transforms AI data centers into flexible allies to the power grid, capable of reducing their power use when the grid is stressed while protecting the performance of the…"
21:26
9
Grid & Power Infrastructuretailwind
Flexible AI data centers can unlock 100 GW of stranded US grid capacity and reduce community power bills 3-4% per 10% utilization gain
AI data centers can become controllable, flexible grid assets via software orchestration of workloads. This solves the power crunch for AI (50-80 GW gap by 2030) and the affordability/reliability crisis by better utilizing existing grid infrastructure instead of expensive upgrades.
8
Grid & Power Infrastructuretailwind
Flexible AI data centers can unlock 100GW stranded grid capacity overnight
Software-orchestrated power flexibility allows AI data centers to act as grid allies, unlocking 100GW of unused grid capacity, reducing community power bills 3-4% per 10% utilization increase, and preventing blackouts.
7
AI Geopolitics & Export Controlsheadwind
China's 500 GW power build vs US 50-80 GW gap by 2030 creates structural advantage for Chinese AI infrastructure
China added 500+ GW of power generation last year (10x US), eliminating the grid constraint that limits US data center growth. US faces 50-80 GW gap by 2030, making flexible data center technology critical for Western AI competitiveness.