THE SOLAR AI

G'day energy professionals,

Welcome to our 142 new subscribers who joined from Melbourne, Austin (USA), and Adelaide this week!

⚡ GLOBAL AI INSIGHT OF THE WEEK

Here's a number that should make every Australian energy professional pay attention: Global data centres consumed 400 TWh in 2024 - that's more electricity than the entire country of Argentina. But here's the kicker that everyone's missing: Big Tech's AI energy demands are now so massive they're causing grid crises worldwide.

Google just agreed to curb power use for AI data centres to ease strain on the US grid. Meanwhile, AEMO is quietly preparing for up to 1.5 gigawatts of new AI data centre demand by 2035 in Australia.

This isn't coincidence. This is the global energy transformation that smart Australian companies are already positioning for.

LETS STEP INSIDE →

Feature Story

🔥THE GLOBAL PLAYBOOK AUSTRALIA CAN'T IGNORE

While Australian solar companies focus on local rebates, the global energy game is being rewritten by three unstoppable forces.

FORCE #1: THE KRAKEN INVASION Kraken Technologies now manages 60+ million energy accounts across 27 countries, optimising over 50GW of energy assets with AI. Their parent company Octopus Energy just announced a $14 billion demerger to unlock global expansion.

Australian Opportunity: Kraken's AI manages 2GW of residential virtual power plants globally. Australian solar companies integrating similar AI-powered customer management are seeing 60% higher customer lifetime value.

FORCE #2: THE CHINA SOLAR TSUNAMI China just installed 93 GW of solar in May alone - that's nearly 100 solar panels every second. But here's what's really terrifying for traditional manufacturers: they're using AI to optimise everything from production to installation.

Australian Adaptation: While Tindo Solar scales to 180MW with government support, smart Australian companies are using AI to identify installation efficiencies that compete with Chinese volume advantages.

FORCE #3: THE TESLA ENERGY EXPLOSION Tesla's energy revenue is projected to hit $18 billion by 2026 - double its 2024 figure. They just signed a $557 million deal to build China's largest grid-scale battery plant, powered entirely by AI management systems.

Australian Edge: With our $2.3 billion battery rebate program creating unprecedented demand, the companies implementing Tesla-style AI energy management are capturing 300% more battery upsells.

The Response Time

🔥 EXCLUSIVE WEBINAR: THE JAMES AI ADVANTAGE 🔥

THE SECRET WEAPON BOOSTING SOLAR CONVERSIONS BY 2.6X (THAT 93% OF SOLAR BUSINESSES ARE COMPLETELY MISSING)

LIMITED TO 100 ATTENDEES (First 50 get a FREE $500 AI Workflow Audit!)

This isn't another boring solar webinar. This is the exact system that helped Melbourne Solar Solutions add $127K in additional revenue LAST MONTH. The same system that enabled Sydney Solar Pro to close 37% more deals using half the staff hours.

Curious? You should be. The solar businesses who see this system NEVER go back to manual qualification. 

The Essentials

YOUR WEEKLY SOLAR NEWS EDIT

The Innovation around US

💰 AUSTRALIA'S BIGGEST BATTERY JUST GOT SMARTER

AEMO'S AI GRID REVOLUTION

AEMO delivered major reform to encourage innovation and investment in grid stability. The integration of AI into Australia's energy landscape marks a significant step in modernising grid operations.

The Opportunity: Solar companies connecting installations to intelligent grid management systems are seeing 50% higher customer satisfaction and 35% fewer service calls.

 FINAL THOUGHT: THE AUSTRALIAN ACCELERATION NOBODY PREDICTED

🤖 PIONEERING AUSSIE SOLAR TECH KICKSTARTS $1B SOLAR SUNSHOT PROGRAM

ARENA just opened expressions of interest for their new $60 million funding round targeting next-generation solar innovations. Applications close October 21st, 2025.

Here's what the smart Aussie money understands: The solar industry isn't just getting government support - it's being completely reimagined by artificial intelligence.

Melbourne University researchers are developing predictive models for optimal solar-plus-battery configurations. Meanwhile, AEMO is preparing for the AI data centre surge that could add 1.5 gigawatts of new demand by 2035.

The Australian solar companies implementing AI-powered customer intelligence today are positioning for the exponential growth wave that's coming in 2026-2027.

With the federal battery rebate creating unprecedented demand, and AI robots about to transform construction costs, the companies that understand these convergent trends will dominate the next decade.

Until next time,

The AI Advantage for Solar Businesses