Overview
One-liner
Maximizing compute via hyper-efficient cooling
Why it's interesting
Market trends shaping Madrone
- 1AI data-center load forcing utilities to rethink 20-year capacity plans
- 2Behind-the-meter generation (gas, nuclear, solar+storage) booming
- 3SMR and advanced nuclear getting first commercial offtake agreements
- 4Long-duration storage moving past lithium for grid-scale economics
- 5Virtual power plants aggregating distributed assets into dispatchable capacity
- 6Geothermal benefiting from oil-and-gas drilling cost curves
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