G
Greg Castle
2
APPEARANCES
2
PODCASTS
012
DEC 30
JAN 6
JAN 13
JAN 20
JAN 27
FEB 3
FEB 10
FEB 17
FEB 24
MAR 3
MAR 10
MAR 17
MAR 24
MAR 31
APR 7
APR 14
APR 21
APR 28
MAY 5
MAY 12
MAY 19
MAY 26
JUN 2
JUN 9
JUN 16
JUN 23
JUN 30
JUL 7
JUL 14
JUL 21
JUL 28
AUG 4
AUG 11
AUG 18
AUG 25
SEP 1
SEP 8
SEP 15
SEP 22
SEP 29
OCT 6
OCT 13
OCT 20
OCT 27
NOV 3
NOV 10
NOV 17
NOV 24
DEC 1
DEC 8
DEC 15
DEC 22
DEC 29
JAN 5
JAN 12
JAN 19
JAN 26
FEB 2
FEB 9
FEB 16
FEB 23
MAR 2
MAR 9
MAR 16
MAR 23
MAR 30
APR 6
APR 13
APR 20
APR 27
MAY 4
MAY 11
MAY 18
MAY 25
JUN 1
JUN 8
JUN 15
JUN 22
JUN 29
JUL 6
JUL 13
JUL 20
JUL 27
AUG 3
AUG 10
AUG 17
AUG 24
AUG 31
SEP 7
SEP 14
SEP 21
Aug 5, 2026
How Customers Are Reshaping the Grid
8:19
8:26
8:45
E
8:07Elisa WoodHOST
What does this transmission look like on the ground today when you're out there talking to data centers and other customers?

Greg CastleGUEST
I, I, I think the-- what is very different is the scale and the pace of some of these projects.

Greg CastleGUEST
I mean, it used to be unheard of that, you know, that you would see a gigawatt project, and now we're seeing, you know, five, ten gigawatt projects come across our desk, and we've really kind of had to reimagine and re-architect how we look at these projects.

Greg CastleGUEST
So Schneider, our approach, at least on these larger ones, is to look at them more as privatized utilities.
25 MINS LATER
Will the New Grid Be in the Hands of Utilities or Customers?
3:20
3:33
3:41
17:57

Greg CastleGUEST
One thing that you've been really shocked on is just this complete shift in how rapidly this happened to having more of the on-site power generation for data centers.

Greg CastleGUEST
And again, if you haven't seen the Bluebird article, they quantify roughly 114 gigawatts per second in their bird generation.

Greg CastleGUEST
That's either in development or being claimed to be built in the next five years.
14 MINS LATER

Lisa CohnHOST
Castle pointed to the opportunity for data centers to interconnect faster if they provide community benefits.