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🦄 Delighted to announce @EmeraldAi_'s $150 million Series A round, valuing us at more than $1 billion with over $220 million raised to date! Read more in The New York Times: nytimes.com/2026/08/25/bus…
📢Read our full announcement: businesswire.com/news/home/2026…
📺Watch our launch on //t.co/CSlBvMjLDO
🔗And dive deeper at our website: emeraldai.co
⚡Emerald AI is transforming AI data centers into flexible grid allies to unlock 100+GW of power for AI while protecting energy affordability and reliability for local communities. After 18 months of demonstrations—across five data centers all over the world—we've entered our commercial scaling phase and are now deployed at multi-MW, full data center scale with customers spanning the world's biggest AI pioneers, global data center platforms, and leading power utilities. We're proud to collaborate with @NVIDIA, @Digitalrealty, @EPRINews, and others to launch the world's first power-flexible AI Factory—roughly 100MW in Manassas, Virginia—later this year, creating the blueprint for a new generation of flexible DSX AI infrastructure that will be good citizens to power grids and local communities. We're also honored to partner with @SantaClaraPower on the nation's first Flexible Load Interconnection Program (FLIP) to provide additional power capacity to flexible AI data centers.
🤝We are so grateful to our incredible consortium of investors, co-led by @EnergizeCapital and @DCVC, as well as to the extraordinary syndicate of leading global financial and strategic investors. Emerald now counts 12 Fortune 500 Global companies as our investors. Many thanks to Series A investors including @NVIDIA, @SamsungVentures, @aramcoventures, @Siemens, @SalesforceVC, @GEVernova, @RWE_AG, @jeraventures, @ADI_News Ventures, @SabanciHolding, In-Q-Tel, @radicalvcfund, @EnergyImpact_, @lowercarbon, Marunouchi Innovation Partners, @EmCollective, @johndoerr, The Olayan Group, The Temerty Group, @EarthshotVC, @collectiveGBL, General Catalyst's scout fund, and others.
🚀This funding will be instrumental as we rapidly scale commercially across the United States and around the world. Our vision is simple: secure larger and faster power connections for AI while making sure AI gives back to the communities that host it. At Emerald AI, we believe that the biggest new user of electricity—AI data centers—can also be the grid's greatest ally, and a boon for local communities by protecting energy affordability and reliability. Thank you to all of our customers, partners, investors, and our incredible team (grateful to the leadership team pictured below Ayse Coskun Mansi Shah Aroon Vijaykar Shayan Sengupta as well as to the whole fantastic team)—this has already been the journey of a lifetime, and we're just getting started
📢Read our full announcement: businesswire.com/news/home/2026…
📺Watch our launch on //t.co/CSlBvMjLDO
🔗And dive deeper at our website: emeraldai.co
⚡Emerald AI is transforming AI data centers into flexible grid allies to unlock 100+GW of power for AI while protecting energy affordability and reliability for local communities. After 18 months of demonstrations—across five data centers all over the world—we've entered our commercial scaling phase and are now deployed at multi-MW, full data center scale with customers spanning the world's biggest AI pioneers, global data center platforms, and leading power utilities. We're proud to collaborate with @NVIDIA, @Digitalrealty, @EPRINews, and others to launch the world's first power-flexible AI Factory—roughly 100MW in Manassas, Virginia—later this year, creating the blueprint for a new generation of flexible DSX AI infrastructure that will be good citizens to power grids and local communities. We're also honored to partner with @SantaClaraPower on the nation's first Flexible Load Interconnection Program (FLIP) to provide additional power capacity to flexible AI data centers.
🤝We are so grateful to our incredible consortium of investors, co-led by @EnergizeCapital and @DCVC, as well as to the extraordinary syndicate of leading global financial and strategic investors. Emerald now counts 12 Fortune 500 Global companies as our investors. Many thanks to Series A investors including @NVIDIA, @SamsungVentures, @aramcoventures, @Siemens, @SalesforceVC, @GEVernova, @RWE_AG, @jeraventures, @ADI_News Ventures, @SabanciHolding, In-Q-Tel, @radicalvcfund, @EnergyImpact_, @lowercarbon, Marunouchi Innovation Partners, @EmCollective, @johndoerr, The Olayan Group, The Temerty Group, @EarthshotVC, @collectiveGBL, General Catalyst's scout fund, and others.
🚀This funding will be instrumental as we rapidly scale commercially across the United States and around the world. Our vision is simple: secure larger and faster power connections for AI while making sure AI gives back to the communities that host it. At Emerald AI, we believe that the biggest new user of electricity—AI data centers—can also be the grid's greatest ally, and a boon for local communities by protecting energy affordability and reliability. Thank you to all of our customers, partners, investors, and our incredible team (grateful to the leadership team pictured below Ayse Coskun Mansi Shah Aroon Vijaykar Shayan Sengupta as well as to the whole fantastic team)—this has already been the journey of a lifetime, and we're just getting started
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Varun Sivaram retweeted
Emerald AI founder and CEO @vsiv spoke on DCD Studio to discuss how our technology supports data centers as good grid citizens. “The flexible data center helps us to increase the grid’s utilization and pay for the upgrades that the whole community needs.”
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📢Calling regulatory experts for an exciting new opportunity—come join the AEMA!
High-impact job opportunity at the intersection of AI and energy:
The AI Energy Management Alliance (AEMA) is seeking a Senior Director or Director of Energy Markets & Regulatory Policy to help lead the organization's policy development, regulatory engagement, and market and regulatory analysis. The position provides an opportunity to work directly with leading AI and energy companies -- including AEMA's @Google, @nvidia, @AnthropicAI, and @EmeraldAi_ -- on some of the most consequential electricity policy issues facing the industry.
The Director will focus on electricity market rules, regulatory proceedings, and policy decisions affecting data centers and other large electricity customers. Key areas of responsibility include large-load interconnection, wholesale electricity markets, demand flexibility, grid reliability, and electricity affordability.
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Congrats to our advisor @JesseJenkins on a fantastic profile in @FastCompany of Firma Power!
Utilities are rushing to add supply for an unprecedented wave of new large loads. Many now let large customers bring their own capacity, so new load connects sooner and existing customers are protected from rate impacts. Bring-your-own-capacity (BYOC) rules have rapidly gone from now the fastest path to reliable grid power.
Firma Power is the Bring Your Own Capacity company. We're the first company purpose-built to the deliver portfolios of clean, quiet, load-enabling power over the wires to meet utility BYOC requirements and get data centers connected faster, simpler and cheaper than alternatives like behind-the-meter gas.
And this week, we're featured in @FastCompany , in an excellent profile written by @adele_peters:
"The U.S. is on track to add a record 86 gigawatts of new wind, solar, and battery storage capacity this year—roughly the size of the U.K.’s entire grid. And there’s far more clean energy in the pipeline, with low-cost proposed projects that could help meet the surging demand from data centers. So why are data centers increasingly turning to polluting gas plants instead of clean energy?
A startup called Firma Power says that the issue isn’t cost, speed, or reliability, but the difficulty of assembling enough clean energy from a patchwork of projects—a problem that it is trying to solve.
Securing enough reliable, clean electricity for a massive new data center is complex. But Firma’s software calculates what a proposed data center needs, and then automatically searches through proposed clean energy projects to suggest a portfolio that could support it. An analysis that might otherwise take a team months can now take minutes. Firma then does the hard work of pulling all of the clean energy projects together, and data center developers can sign a single contract.
The company says that the process can get data centers power faster than building new gas-fired power plants—and it can compete on cost. And at a time when Americans really don’t like data centers, using clean power could make it more feasible for some projects to be greenlit by communities."
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Varun Sivaram retweeted
Panel 1 starting now: The State of Reliability in a Changing Energy Landscape, featuring a discussion of the operational challenges of integrating large loads into evolving electric systems. Watch live ferc.gov/news-events/ev…
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Varun Sivaram retweeted
I don’t know anything about Emerald AI but their founder, @vsiv is commanding the room at @FERC’s Reliability Technical Conference today.
youtube.com/live/e-LMMOKOh…
youtube.com/live/e-LMMOKOh…
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Varun Sivaram retweeted
Emerald AI founder and CEO @vsiv to @AmyAHarder on the 3 recent inflection points in AI and energy:
1. Demand for compute has intensified
2. Energy has become a bottleneck
3. The political backlash against data centers has accelerated
1. Demand for compute has intensified
2. Energy has become a bottleneck
3. The political backlash against data centers has accelerated
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Varun Sivaram retweeted
The grid has room for far more AI data centers if they slow down, even just a few days a year.
Varun Sivaram of Emerald AI joins Jason to discuss a London data center that powered down at halftime of a big soccer match, how China is adding power ten times faster than the US, and ed new data center hookups. PLUS, Vibhav Viswanathan of Pascal AI shows us how his software gives AI agents working for hedge funds an institutional memory.
@jason @vsiv @EmeraldAI_ @pascalailabs
0:00 Why data centers suddenly became unpopular
2:46 Batteries vs. throttling GPUs vs. moving workloads
4:11 Why utilities still pick up the phone
4:52 The London teakettle test at football halftime
5:56 Throttling AI workloads without users noticing
10:40 How much spare room the grid really has
13:32 The grand bargain, a fast pass onto the grid
17:23 Why America can't out-build China on power
20:39 Why off-grid and space data centers worry Varun
27:37 Are state data center moratoriums performative?
29:45 Pascal AI, AI agents for hedge funds and asset managers
35:12 How Pascal differs from ChatGPT and Claude
38:54 The proprietary data frontier models can't see
42:20 Will AI replace hedge fund analysts?
🎥 Watch the full episode here 👇
Varun Sivaram of Emerald AI joins Jason to discuss a London data center that powered down at halftime of a big soccer match, how China is adding power ten times faster than the US, and ed new data center hookups. PLUS, Vibhav Viswanathan of Pascal AI shows us how his software gives AI agents working for hedge funds an institutional memory.
@jason @vsiv @EmeraldAI_ @pascalailabs
0:00 Why data centers suddenly became unpopular
2:46 Batteries vs. throttling GPUs vs. moving workloads
4:11 Why utilities still pick up the phone
4:52 The London teakettle test at football halftime
5:56 Throttling AI workloads without users noticing
10:40 How much spare room the grid really has
13:32 The grand bargain, a fast pass onto the grid
17:23 Why America can't out-build China on power
20:39 Why off-grid and space data centers worry Varun
27:37 Are state data center moratoriums performative?
29:45 Pascal AI, AI agents for hedge funds and asset managers
35:12 How Pascal differs from ChatGPT and Claude
38:54 The proprietary data frontier models can't see
42:20 Will AI replace hedge fund analysts?
🎥 Watch the full episode here 👇
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Thank you @Jason for having me on the show!
Data centers can't get on the grid fast enough. @vsiv fix: make them flexible loads that dial power down when the grid is stressed.
His company, Emerald AI, just raised $150M at a $1.05B valuation, and Nvidia is deploying it at its 96MW site in Virginia.
New episode out today ts.
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Thank you for the invitation, Director @mkratsios47, and for your leadership on advancing scientific innovation. Looking forward to presenting how @EmeraldAi_ is unlocking power for AI data centers and supporting the nation's scientists through the Genesis Flex Lab at this White House Summit 🚀
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Varun Sivaram retweeted
Our founder and CEO @vsiv sat down with Lisa Wood on the Energy Transition Desk podcast to discuss how Emerald AI is turning data centers into flexible grid assets.
🎧 Listen to the full episode when it drops today, October 7, at 2 p.m. ET: podcast.energytransitiondesk.com
🎧 Listen to the full episode when it drops today, October 7, at 2 p.m. ET: podcast.energytransitiondesk.com
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No way. This result is actually a big deal. From a former starting NFL player who's now an MIT math professor. 🤯
John Urschel just showed that the growth factor for Gaussian elimination with partial pivoting is ~n^{1/2} with high probability, resolving a long-standing conjecture of Nick Trefethen! arxiv.org/abs/2610.06785
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Varun Sivaram retweeted
📸 At yesterday’s @axios "Forging the Energy Solutions of the Future" panel (sponsored by @GEVernova), our CEO @vsiv broke down how flexible data centers can rewrite the playbook for energy and computation.
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Varun Sivaram retweeted
Emerald AI founder and CEO @vsiv to @AmyAHarder on the 3 recent inflection points in AI and energy:
1. Demand for compute has intensified
2. Energy has become a bottleneck
3. The political backlash against data centers has accelerated
#AxiosHouse
1. Demand for compute has intensified
2. Energy has become a bottleneck
3. The political backlash against data centers has accelerated
#AxiosHouse
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I will be very sad if this is AI generated. Perfect presentation
>be me
>discover effective altruism
>apparently normal charity is inefficient
>why donate to random sad thing when spreadsheet can tell you optimal sad thing
>fair enough
>buy mosquito nets
>save lives
>numbers look good
>feel powerful
>couple years later
>someone asks an innocent question
>why only count people alive today
>huh
>future people matter too
>obviously
>my grandchildren shouldn't matter less just because they haven't spawned yet
>reasonable.jpg
>keep following logic
>what about their grandchildren
>also yes
>what about people in 500 years
>sure
>5000 years
>why not
>500 million years
>starting to get weird but morality is morality
>open calculator
>humanity could survive for an astronomically long time
>could colonize galaxy
>could have trillions upon trillions of descendants
>maybe digital people too
>maybe simulated civilizations
>maybe dyson spheres full of happy uploaded minds
>calculator starts smoking
>realize currently living humans are rounding error
>8 billion people suddenly looking extremely beta
>future contains potentially 10^something people
>can't even fit beneficiaries in google sheets
>new moral priority unlocked
>protect the long-term future
>stop thinking in units of "people helped"
>start thinking in "fraction of cosmic endowment preserved"
>malaria?
>terrible
>but only kills existing humans
>AI extinction could delete the entire light cone
>nuclear war could permanently derail civilization
>bad institutions could lock in terrible values for ten million years
>someone invents wrong constitution in 2140
>quadrillions suffer
>better fund governance workshop now
>friend says maybe we should improve hospitals
>explain opportunity cost
>friend says hospitals are full of actual sick people
>explain scope sensitivity
>friend stops inviting me to dinner
>need to decide what to fund
>easy
>expected value
>suppose project has one in a million chance of preventing extinction
>sounds tiny
>but extinction destroys 10^50 future lives
>multiply
>mother of god
>$10 million project has expected value of several galaxies
>charity evaluation complete
>someone asks where the one-in-a-million number came from
>expert judgement
>which expert
>us
>how calibrated
>extremely thoughtfully
>reduce estimate to one in ten million to be conservative
>still beats curing cancer by 38 orders of magnitude
>epistemic robustness achieved
>someone says maybe project doesn't work
>assign 20% chance
>still astronomical
>maybe project makes problem worse
>assign 5% chance
>still astronomical
>why 5
>because 30 felt pessimistic
>publish 46-page report
>contains seventeen sensitivity analyses
>every sensitivity analysis begins after assuming intervention has positive sign
>critic says you're multiplying enormous hypothetical stakes by extremely uncertain probabilities
>yes
>that's literally why it's important
>critic says the uncertainty might be structural rather than numerical
>make probability smaller
>critic says no, I mean maybe your model is wrong
>make probability smaller again
>critic begins rubbing temples
>discover AI safety
>perfect longtermist cause
>AI might kill everyone
>or create utopia
>or seize galaxy
>or tile universe with paperclips
>or create billions of conscious software minds
>finally a problem with numbers big enough for me
>start AI safety nonprofit
>mission: prevent dangerous AI
>hire smartest people available
>smartest people immediately start building better AI to understand dangerous AI
>interesting
>we must understand capabilities to understand safety
>we must scale models to study alignment
>we must race ahead so less responsible actors don't get there first
>we must deploy systems to learn how deployment can go wrong
>we must build the thing quickly because building the thing quickly is dangerous
>outsider asks why the people most worried about AI apocalypse all work at AI companies
>complicated field
>company releases stronger model
>very concerned
>company begins training even stronger model
>extremely concerned
>company raises $14 billion
>concern reaches unprecedented levels
>need to influence government
>future is at stake
>normal democratic process too slow
>politicians don't understand exponential curves
>public doesn't understand x-risk
>experts must guide them
>who counts as expert
>people who understand x-risk
>who understands x-risk
>our friends
>someone objects that this seems politically convenient
>explain we're representing future generations
>future generations unavailable for comment
>develop concept of value lock-in
>terrifying possibility that one ideology controls civilization forever
>therefore extremely important that civilization adopts correct values before lock-in
>whose values
>let's circle back
>begin with impartial morality
>end with small group of people deciding what quadrillions of hypothetical beings would want
>beautiful arc
>meanwhile actual humans keep doing annoying things
>voting wrong
>having parochial attachments
>loving family more than strangers
>caring about local community
>getting upset when told their suffering is cosmically negligible
>evolutionary biases everywhere
>explain that moral intuition cannot be trusted
>except intuition that future digital people count
>and intuition that extinction is uniquely bad
>and intuition that our probability estimates are sane
>and intuition that our institutional choices improve the future
>those intuitions survived peer review
>someone donates $5k to local homeless shelter
>inefficient
>could have funded 0.0000000000003% of an AI governance researcher
>think of all the simulated people you just killed
>okay maybe don't phrase it that way publicly
>PR team says "future generations deserve a voice"
>much better
>journalist asks what longtermism means
>say "future people matter"
>everyone agrees
>great
>journalist asks what follows from that
>well technically we should redirect enormous resources toward low-probability interventions affecting astronomical futures
>journalist raises eyebrow
>return to "future people matter"
>motte has entered the chat
>critic: of course future people matter
>me: glad we agree
>critic: I don't agree that your institute knows how to help them
>me: why do you hate our grandchildren
>eventually notice uncomfortable implication
>if future value dominates everything
>then helping people today mostly matters through effects on future
>education matters because future institutions
>health matters because future productivity
>democracy matters because future trajectory
>human beings slowly become instrumental variables in their own moral philosophy
>see starving child
>feel compassion
>check spreadsheet
>child's direct welfare contribution negligible
>but perhaps childhood nutrition improves national institutional quality
>compassion restored
>tell myself this is impartial altruism
>one day assistant asks obvious question
>"how do you know your intervention actually improves the far future?"
>silence
>open spreadsheet
>increase column width
>add confidence interval
>assistant asks again
>"no, I mean how do you know the sign is positive?"
>stare into cosmic light cone
>10^50 people staring back
>none of them exist
>none of them can tell me
>none of them can falsify my assumptions
>realize I have invented the perfect constituency
>infinitely important
>completely silent
>and always represented by me
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Varun Sivaram retweeted
Varun Sivaram and his team at @EmeraldAi_ wasting exactly no time at all. This is how a better grid happens.👏
@vsiv @Google @nvidia
@vsiv @Google @nvidia
🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAi_, @Google, and @nvidia! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and s profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tec… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-ener…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/dat…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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Varun Sivaram retweeted
A̶t̶t̶e̶n̶t̶i̶o̶n̶ flexibility is all you need
🚨🚨Announcing the AI Energy Management Alliance (AEMA), founded by @EmeraldAi_, @Google, and @nvidia! We're launching with 20 amazing members, spanning AI leaders @AnthropicAI and @ADI_News to energy leaders @TheAESCorp, @ConstellationEG, @nationalgrid, @nrgenergy, @RWE_AG, and s profile of the AEMA by @AmyHarder: axios.com/2026/09/16/tec… ; and the feature at Heatmap News from Matthew Zeitlin: heatmap.news/energy/ai-ener…
📰Dive deeper with my launch op-ed in Fortune about why Emerald AI founded the AEMA in close collaboration with fellow founding members Google and NVIDIA: fortune.com/2026/09/16/dat…
📢See the full announcement from the AEMA and our members: lnkd.in/e_8iZM6V
🔗Visit the AEMA website: aema.ai
🗣️Read endorsements from distinguished leaders across the policy spectrum: aema.ai/quotes
📝Understand AI power flexibility with the new The Brattle Group report commissioned by @Google: shorturl.at/GdgPS
🤝We're all committed to advancing flexible AI data centers that are good citizens on the power grid and to local communities. The AEMA will champion policies to reward flexible data centers that promote energy affordability and reliability with faster and larger connections to the power grid. Together, we can secure a triple win: (1) accelerating AI innovation and competitiveness as we unlock 100GW of power on America's existing grid for flexible AI data centers; (2) curbing energy bills for local communities by better utilizing the grid we already have; and (3) bolstering the reliability of the power grid as flexible AI data centers respond during peak grid stress and support more reliable power for neighborhoods, factories, and hospitals.
🙏Grateful to our fantastic partners at @Google (shoutout to my friend @tylerhnorris for your leadership and landmark Duke University paper uncovering the 100GW opportunity for flexible AI!) and @NVIDIA (deeply grateful for the leadership of Josh Parker, a champion of AI for Good, Vladimir Troy, leader of the AI and Energy DSX Ecosystem, and Levi Patterson and Nicole Weinrauch, whose leadership has shaped the AEMA). Frank Lacey, Isaac Brown, and Lauren Culbertson Grieco are incredible leaders running the AEMA organization. And our Emerald team led by Michael Panfil with Swasti Jain Ermek D. who did so much heavy lifting. Also grateful to our incredible cohort of launch partners Ariel Horowitz, PhD (Anthropic), Chris Shelton (AES), Andrea Hu-Bianco, Ph.D. (RWE), Kimberly Blakemore (ADI), Mike Kramer (Constellation), Marek Tadeusz Wolek (Fluence), Aaron Panzer (National Grid), and so many more!
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