The Second Load: Why Robotics Will Hit the Grid After Data Centres

Podcast: Rene Grywnow’s 5-Minute Business Punch · Rene Grywnow, DBA

Opublikowano: 2026-09-15

Week 37 measured the megawatts and connection years behind data centres. Week 38 adds the load nobody modelled into that same system: the robot fleet already running today, quietly, on ordinary factory feeders. A data centre is a point load, one dot utilities, regulators and boards can see. A robot fleet is a thousand small dots nobody mapped: arms, AMRs, cobots, docks, vision PCs, cooling, individually modest, in aggregate material, and sitting on existing feeders rather than dedicated substations. Today’s ~5 million-unit industrial fleet already draws ~78 TWh a year, 20–25% of global data-centre demand, nearly twice London’s electricity use, and th...