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 chain strategy, explaining how they have built flexible supply chains to handle geopolitical and economic changes. He noted that they have worked with multiple battery providers, including Samsung, and adapted to work with domestic content technologies. Mike mentioned the ITC credits for battery storage through 2032, and Robert agreed, adding that they still need to meet domestic content and foreign entity of concern requirements.
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