Critical Loop

@endeffector @jimbelosic @rocket_bala Yes we can help! @jimbelosic will send you a dm

@jimbelosic This is the problem that @rocket_bala at @critical_loop is solving

Can anyone buy a Tesla mega pack or do you have some sort of special permits or something? I need another 1000 amps of 480v during peak, but we could charge off peak

@Maddoxxfmr @isaiah_p_taylor 🙋‍♂️pick me

@isaiah_p_taylor Appreciate it, @isaiah_p_taylor! We're excited to help power the reindustrialization of America. We're giving away a free American-made transformer to a deserving factory startup. Up to 1000 kVA.

Never underestimate the importance of Maddox Industrial Transformer!

⚡ We’ll be at @DISTRIBUTECH next week showing how Critical Loop is outpacing competitors in delivering fast, flexible, reliable power for utilities & commercial sites. From microgrids to DERs, we’re sparking the next wave of grid resiliency. #EnergyInnovation #DER #GridResiliency

California is moving toward a landmark standardization of Flexible Service Connections (FSCs) for electrical loads. A new proposed decision by @CaliforniaPUC's president, issued Dec. 24, directs PG&E and SCE to replace ad-hoc pilots with a formalized standard offer, enabling customers to bypass long grid upgrade delays by connecting via a temporary "bridge" that matches power usage to existing grid capacity using a Limited Load Profile (LLP). Notably, all responding parties supported this step, including PG&E and SCE. As the proposed decision explains, "The concept of Flexible Connection is allowing the customer to match their site’s power levels to the amount of power that the grid can safely handle. The customer does this by adhering to a profile of values generated by IOU engineers... it is likely that circumstances exist where electric capacity can safely be shared between more than one customer located upon shared infrastructure and that increased utilization of existing infrastructure that results from sharing capacity may be cost-efficient." Also notable is how the evidentiary record concluded that no standardized process of this kind exists anywhere in the US (!): "Ultimately, parties are not aware of any standardized, scalable processes in the United States that California can look to for learnings." The Commission is expected to vote on this proposal at its 2/5/26 meeting. If approved, PG&E and SCE will have 30 days to launch the program. Proposed decision: #DER" target="_blank" rel="nofollow noopener">docs.cpuc.ca.gov/PublishedDocs/… Docket: apps.cpuc.ca.gov/apex/f?p=401:57::::::

New @DukeU modeling on large load flexibility to be presented 12/9, alongside insights from @Google @EPRINews @ClementsFERC nicholasinstitute.duke.edu/events/webinar…

Today Critical Loop is announcing our work running the @SanDiegoAirport microgrid! Our platform unifies solar + battery storage to cut peak demand, lower costs, and ease grid congestion criticalloop.com/in-the-news/sa…

Happy Dervos to all that celebrate @DER_Task_Force @rocket_bala @andrewg

@ShanuMathew93 Nice! How much is latency going to matter for inference do you think? Should we consider this the CDNs of AI

Some info from Equinix Investor Day: -2x Growth in AI inferencing demand after 2027 and represent ~70% of AI infrastructure by 2030 -TAM: Cloud 5Y CAGR +9% vs. AI Infra +23% 5Y CAGR

@ShanuMathew93 With no vacancy and under-powered co-lo where will low latency AI inference live? Co-lo provisions ~ 6KW per rack @nvidia DGX high performance compute w.liquid cooling needs from 60-250KW per…@colovore

Per Data Center Hawk (DCH), Colocation vacancy is very low (<2%) in North America. DCH defines vacancy as power that is available but not leased.

@JessePeltan For sure - huge unlock and think of the leverage from a C&I BESS system. Each site is basically a neighborhood (1100KW+ vs 11.5KW for Powerwall 3)

It’s difficult to overstate just how much of an unlock decentralized energy infrastructure is for growth. Simply building more centralized generation is like trying to push a rope.

Distributed battery storage replaces centralized generation capacity, transmission capacity, substation capacity, and distribution capacity. And it does so while also protecting your home from outages. The future of energy is decentralized. Every home will have batteries.

@GovCox @GovMLG @GovofCO @GovArmstrong @GovLarryRhoden @westgov Great Initiative! Flexible interconnection can drive economic acceleration by making power available now

Today, in collaboration with governors across the West, I’m launching Energy Superabundance — an initiative to expand production, modernize transmission, and support the advanced technologies that will power a more reliable and affordable grid. We’re unlocking prosperity for every family, farm, and business throughout the country. 🇺🇸 Read more here: westgov.org/policy-platfor…

Interesting: Wood Mackenzie says lot of talk about off-grid solutions for data centers but in practice they are "extremely rare". Biggest challenge: minute by minute fluctuations in demand. Load following without the grid introduces "enormous engineering complexity and risk for which data center companies have limited appetite".

@tylerhnorris @JigarShahDC @ArushiSF @Stphn_Lacey we agree! our bet is flex will be the law of the lines. Critical Loop is leading in flexible connection deployments in SoCal Edison - getting business online faster and getting more out of the grid

Fascinating exchange on latest Open Circuit episode btwn @JigarShahDC @ArushiSF in reply to @Stphn_Lacey prompt on data center flex: latitudemedia.com/news/open-circ…

@jrnyforward @duncancampbell Yes with a phase converter - single phase to 3P delta to charge our 480V BESS 250KW -2.6MW power output. Charging would be limited to 150KW. @EdgeEnergyEV sells it under the sku “Edge EV 150”

@critical_loop @duncancampbell Can you guys provide a BESS that charges from 1phase on the utility side and provides 3phase 480v on the customer side? If so I have a project to discuss in WA state.

Flexible interconnections are a beautiful thing. Under the status quo , this utility would offer a new 5 MW nameplate EV charging site 0 MWs of power during 75%+ of the year. But under a flexible interconnection, the site can get 3.75MWs a majority of the time.

@duncancampbell working on it!

Image a warehouse depot full of these. Most of the time they are connected to a common bus and doing normal ISO arbitrage and ancillaries stuff. But then once a week or so they get carted off to chase $20k/MWh on construction sites.