🏆 @EmeraldAi_ is so honored to be named one of the @TIME 100 Most Influential Companies of 2026! We have a long journey ahead to truly earn our place alongside the extraordinary titans on this list, but we have our sights set on nothing less than a moonshot to turbocharge the AI revolution, unlock the energy bottleneck for compute, and protect energy affordability and reliability through flexible AI Factories. 🔗Read the full list here: ti.me/100companies 🔗And read Emerald AI's entry here: time.com/collection/time100-… as well as our announcement here emeraldai.co/blog/emerald-ai… It's inspiring and humbling to join the world's most impactful companies, including our close partner, major investor, and the most valuable company on Earth, @NVIDIA. Thank you for the support to dream big—that we can unlock hundreds of gigawatts of power around the globe for AI Factories that can flexibly control their power use while protecting the performance of high-value AI workloads. The rewards are massive: unlocking trillions of AI investment, accelerating life-saving scientific discoveries, and reducing energy bills for local communities as the next generation of AI data centers serves as grid allies and lucrative customers to anchor generations of revenue for public power systems. Emerald AI aims to make AI the hero, not the villain. And we stand on the shoulders of giants, such as pioneers in this field like @Google, whom we're so honored to join on this list. Achieving this transformation will require bringing the entire ecosystem together to fundamentally change how the energy system and the burgeoning network of AI infrastructure interact. That's why partnerships are at the center of our strategy, and we're delighted to see our partner and leading power company @nexteraenergy on this list. 🙏 A massive thank you to our team, so many of whom come from wonderful firms on this list and have chosen to build and launch our own rocketship. We've come together because of our shared mission to change the world and align the AI revolution with benefits for innovation, local communities, and global challenges. Thank you to our investors and incredible partners across the ecosystem. And thank you to @jsibo, CEO of TIME, and the fantastic @JustinWorland for writing the entry about Emerald AI! 🚀

Fascinating. @Pontifex Pope Leo XIV writes in his AI Encyclical that AI basically can't be conscious because it's a machine. Then he invites @AnthropicAI co-founder @ch402 to speak at the launch, who argues we should take seriously AI's potential consciousness (functionalism)

#EEI2026 News: We are officially 12 days away from #EEI2026, and we are thrilled to announce that Arizona Governor @katiehobbs is joining our speaker lineup!

The world’s power grid is a ghost town. ⚡️ Massive infrastructure is being built that sits empty 70% of the time. Transmission lines are utilized at only 30% capacity, yet we struggle to connect new AI factories. The problem isn't just capacity; it’s unpredictability. @vsiv explains why the current "Peak Load" design is failing the AI era and how @EmeraldAi_ is turning "unpredictable" loads into flexible assets for the grid. The future of AI scaling isn't just more power—it's smarter power. 👇 Watch the full breakdown on the evolution of the grid now on YT! Link in replies.

Who is Varun Sivaram? CEO of NVIDIA-backed Emerald AI makes TIME 100 Most Influential Companies list of 2026 ebx.sh/5x0seu

Excellent take in @ForeignAffairs @edwardfishman: "US leverage" over China hinges on "If US can sustain its lead in AI," rather than on securing rare earth processing (hard but surmountable). Great citation of @RushDoshi @CFR_org calling this the "decisive decade" for US-China

Since half the folks I read here, and folks up to Dario as well, are so down, maybe this is worth saying: the best evidence and theory is that AI will be very consequential but also very positive for human wealth, health, and flourishing. 1/3

The hyperscalers have already outspent the most famous US megaprojects

Every company I work with is doing something that is integral to my value thesis for building a better power system: creating demand-supply balancing architecture updates, crafting new system rules, and occasionally changing power market design, one piece at a time, so that grids can serve people AND critical functions like #AI. Congratulations to @EmeraldAi_ on their seed extension with @EnergyImpact_ Proud to be your power & utilities executive advisor and help you shape flex design advancement- everywhere!

In this week's #RadicalReads, @vsiv, Founder and CEO of @EmeraldAi_, shares what a recent UK trial with @nationalgrid, @EPRINews, @nebiusai, and @nvidia revealed about turning AI's energy demands into a grid asset: radical.vc/turning-ais-bigge…

Nvidia and @EmeraldAi_ announced a collaboration with AES, Constellation, NextEra, Invenergy and Vistra to develop "flexible AI factories" that adjust power consumption based on grid conditions. Pairs Nvidia's reference architecture with Emerald software to modulate compute workloads dynamically. No firm official project commitments yet but eagerly watching...

🚀 Excited to launch our partnership at CERAWeek with @nvidia, @TheAESCorp, @ConstellationEG, @VistraCorp, @nexteraenergy, @nscale, and @InvenergyLLC! That incredible group includes 5 Fortune 500 companies, ~$5 trillion in market cap, and the 5 leading US independent power producers—all committed to flexible AI Factories based on NVIDIA's DSX Reference Architecture!

Nvidia, Emerald AI Partner With Power Companies on New AI Factories on.wsj.com/4t4iEaV

Nvidia, Emerald AI team with energy companies on "flexible" data centers trib.al/RVsuIBZ

We are pleased to announce Varun Sivaram, Founder & Chief Executive Officer at Emerald AI will be joining us as a speaker at #CERAWeek 2026. Register and engage in valuable discussions, learning & networking this March 23-27: ceraweek.com/en/register

The US should export better and cheaper lawyers, bankers, doctors, teachers, accountants, all powered by AI. Building and controlling US AI infrastructure (and powering it!) enable the US economy to weather the coming AI shock and emerge even stronger as an export powerhouse.

Although this is scarily plausible, I was struck by the number of AI consequences that are framed as bad but could actually position the US as a much more resilient and globally competitive economy after wringing out inefficiencies going forward: -AI agents help consumers sidestep 2-3% credit card interchange fees (bad for credit card companies, great for everyone else). -AI helps consumers avoid zombie subscription renewals and forces companies to earn loyalty because stickiness is hard to achieve. Great outcome for consumers. -Oligopolistic platforms get disrupted because AI makes it easier to create and operate them, so ridesharing and food delivery apps can't price gouge. Seems good for the workers and the consumers. -AI infrastructure investment continues to boom in the US and data centers are built at home, even as business process outsourcing centers in countries around the world (e.g., India) are outcompeted by AI. It's true that the treadmill of US consumer spending drives domestic employment and equity value. But an America that leads the world in AI services, with the AI token factories sited at home, will be an export powerhouse whose economy depends less on inefficient domestic consumer spending. Americans will reduce wasteful spending and feel richer for it. This only works if we outcompete the rest of the world.

Rate design and flexibility: name a more iconic duo. EPRI's DCFlex is testing flexibility approaches in practice to make data centers grid assets, including recent evidence with Emerald AI and SRP published in Nature Energy: nature.com/articles/s41560-0…

Delighted to join the @IEA Ministerial meeting today in Paris, hosted by @fbirol