Owning Energy Storage in the AI Era

About this episode

The episode discusses Energy Vault's transition to owning energy assets and the role of AI in energy management.

In Episode 323 of The Green Insider Podcast , host Mike Nemer once again, sits down with Energy Vault co-founder and CEO Robert Piconi to unpack the company’s shift from technology provider to owner-operator of energy assets—and why that strategy aligns with the accelerating demand for reliable power in AI compute. They discuss Energy Vault’s operational hybrid green hydrogen microgrid project with PG&E in Calistoga, new long-term energy service agreements in Texas and Australia, and how AI is being applied across battery management, predictive analytics, and energy trading—without compromising safety. In this episode, you’ll learn: Why Energy Vault is accelerating its move to own and operate storage and hybrid generation assets What the PG&E Calistoga green hydrogen microgrid is designed to do—and how it’s being used today How modular data centers and AI compute infrastructure are shaping power requirements Where AI is delivering value: battery monitoring, predictive analytics, and trading/dispatch optimization How flexible, technology-agnostic supply chains help navigate domestic content and regulatory constraints Robert goes on to discuss Energy Vault’s supply…

People in this episode

Host: Mike Nemer

Guest: Robert Piconi

Topics covered

• energy storage
• AI in energy
• green hydrogen
• battery management
• supply chain strategy

Keywords

• energy storage
• AI compute
• green hydrogen
• battery management
• predictive analytics
• energy trading
• supply chain

Mentioned in this episode

Organizations: Energy Vault, PG&E, Samsung

Places: Calistoga, Texas, Australia

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