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Boris Schubert is a seasoned executive with over 20 years of experience in the renewable…
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Boris Schubert shared thisThe Quiet Consensus That Could Save the American GridThe Quiet Consensus That Could Save the American Grid
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Boris Schubert reposted thisBoris Schubert reposted thisRead my Oped for the World Economic Forum on how AI can solve AI’s power needs. If we build AI Infrastructure responsibly, we can achieve growth without compromising affordability. With AI, we can double the effective capacity of the existing grid. There is simply nothing else that scales faster than the MWs already in the system! #speedtopower #affordability #aifactoriesAI doesn’t need more power, it needs a smarter energy gridAI doesn’t need more power, it needs a smarter energy grid
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Boris Schubert reposted thisBoris Schubert reposted thisWe’re honored to share that Silicon Ranch has been named by TIME and Statista as one of America’s Top Greenech Companies of 2026. This recognition places Silicon Ranch among the top five companies overall on the list—and as the highest‑ranking solar developer—affirming our long‑held belief that solar can, and should, do more. From long‑term ownership and stewardship to our Regenerative Energy® approach, this distinction reflects the dedication of our team and partners who work every day to deliver energy solutions that create enduring value for the communities we serve. We’re proud to stand alongside so many innovators helping drive a more resilient, sustainable energy future. Learn more about the ranking and see the full list here: https://gosrc.link/47xf00Y #MakingSolarDoMore #RegenerativeEnergy #Greentech #LongTermStewardship
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Boris Schubert reposted thisBoris Schubert reposted thisOver $100bn of critical infrastructure projects are currently blocked due to permitting & political opposition. I’ve spent many many months of my life assessing permitting and political risk for infrastructure projects. The process is almost always the same: - GIS open. - 15+ tabs of different planning portals. - Stacks of PDFs. - Internal spreadsheets. All of that just to answer one question: “Will this project actually get approved here?” And worst of all, even after all of that research, the answer is rarely clear. Over the past 6 months, I’ve spoken with hundreds of developers, investors and diligence teams across the US and Europe working in data center development, clean energy and real estate. I kept hearing the same frustration. Today, we’re launching PermitPal to solve this. Our AI agent drafts site-specific permitting due diligence reports by pulling together approval pathways and precedent decisions that are usually scattered across dozens of systems. It’s designed for developers and investors making high-stakes siting decisions before land and capital are locked in. We're now live across all US counties / AHJs: www.permitpal.ai If you work in site selection or project origination, please reach out. My inbox is always open.
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Boris Schubert reposted thisBoris Schubert reposted thisAI demand is outpacing the energy system’s ability to keep up, and that gap is only widening. That’s why I have launched GridCARE. With my co-founders (Ram Rajagopal, @Liang Min, and Arun Majumdar), I started GridCARE to eliminate AI data centers' barriers to securing power. Rather than just building more, we must unlock what’s already available on the grid today. Our AI-based platform identifies opportunities to connect new load and generation, ultimately leading to a more efficient use of power for AI. Coming out of stealth today, we’ve closed a highly oversubscribed $13.5 million financing round led by Xora Innovation. To learn more about GridCARE, visit our website: https://www.gridcare.ai Special thanks to GridCARE’s investors and advisors. This wouldn’t be possible without you. Phil Inagaki, Peter Lim, Shomik Dutta, Tom Steyer, Sherpalo Ventures, LLC, Gokul Rajaram, Tarun Raisoni, Peter Freed, Christian Belady, Chris Kelly, Bryan Olnick, Larry Bekkedahl, Jason Glickman, Yi Cui, Jane Woodward, Eric Toone, Rajeev Ram, Abigail Mathieson, Mark Younger, Bill Younger, Larsh Johnson, Rishi Bhakar, Phil Burt, Giancarlo Savini, John Bonnin Xora Innovation, Aina Climate AI Ventures, Sherpalo Ventures, LLC, Breakthrough Energy Overture Ventures, WovenEarth Ventures, Acclimate Ventures, Clearvision Ventures, Clocktower Ventures
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Boris Schubert shared this“Silicon Ranch is a leading independent power producer with profound local expertise, an embedded presence in the communities it serves, and a fully integrated approach to delivering clean power at scale.” - Kasper Hansen, CEO and Managing Partner of AIPBoris Schubert shared thisToday, Silicon Ranch is proud to announce that AIP Management, a leading investor in energy and diversified decarbonization infrastructure based in Denmark, is investing in our company, adding another meaningful partner to our shareholder group whose long-term vision aligns with ours. Read more in our joint announcement: https://lnkd.in/eDXA64in “This investment builds on our strategy of partnering with high-quality infrastructure platforms. Silicon Ranch is a leading independent power producer with profound local expertise, an embedded presence in the communities it serves, and a fully integrated approach to delivering clean power at scale.” - Kasper Hansen, CEO and Managing Partner of AIP “Silicon Ranch is pleased to welcome AIP as our newest strategic partner and eager to add their rich experience in long-term infrastructure investment and deep understanding of our sector to our shareholder base. With the support of AIP and our other shareholders, Silicon Ranch is well-positioned to execute our growth strategy as we partner with our diverse set of customers to deliver necessary energy infrastructure, all while helping American communities become stronger, healthier, and more resilient.” - Reagan Farr, President and CEO of Silicon Ranch #Infrastructure #Investment #MakingSolarDoMore
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Boris Schubert reposted thisBoris Schubert reposted thisSilicon Ranch is honored to have been named the #1 Solar Developer in the U.S. by Solar Power World for the second year running. Solar Power World's annual Top Solar Contractors list examines hundreds of solar contractors and developers from across the United States, taking into account all of the services and markets provided for across our sector. We're grateful for this recognition by Solar Power World of our fantastic team, and we'll aim to raise the bar again in 2025. #MakingSolarDoMore.
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Boris Schubert reposted thisBoris Schubert reposted thisThe debate on US LNG export policy in the context of climate and energy security challenges is fascinating. The YES camp has a crisp geopolitical argument. American LNG enabled Europe to face down Putin’s blackmail. In Asia, the three energy systems where it is most impossible to keep the lights on without LNG are Japan, South Korea and Taiwan, names very familiar from national security conversations. 15 years ago the conventional wisdom was that Russia and Iran controls the future with their immense conventional gas resources, those are on track becoming stranded assets thanks to American LNG. For the YES camp, the debate raises the question: What is the biggest threat to the energy supply of traditional US allies like Europe or Japan - Russian militarists, Middle Eastern extremists of American wokes? Should those who believe that collaboration and partnership with the US is the best energy security strategy for Europe start to hope for a Trump victory? Welcome to the twilight zone. Having said that, I also feel sympathy for the NO camp as well. For a climate activist turned Biden Administration official it must be awkward to jet around the world telling Bangladesh and Tanzania that they should not invest in developing their domestic gas resources while “Drill Baby, Drill” back in the US unleashed the most mighty surge of fossil fuel production in economic history. As a general principle, energy security should not be used as an excuse for an open ended continuation with an unsustainable status quo. I think there is a possible compromise. The US approves new LNG projects, but only for companies that can credibly demonstrate that they also work on scaling up CCS and carbon removal in the LNG importing regions or low carbon gas development in the US. A criteria for this should be established and tightened over time. A net zero society will still use substantial quantities of hydrocarbons, everyone should get real about this. However, when a net zero society takes a carbon atom out from is geological reservoir, a carbon atom should be removed from the carbon cycle. In some cases, like with blue H2, it is the same carbon atom, it other cases when that is not practical carbon removal to achieve net zero. This is the endgame the industry should progress towards on a plausible pathway. Such a policy would safeguard the unique geopolitical security contribution of US LNG, while it would also create an additional market push for CCS investment. Shortsighted developers without credible net zero transition plans would be cleaned out from the market, but that is a good thing. Needless to say, partisans of Left and Right would both hate it, but arguably that is a good thing too.
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Boris Schubert shared thisShovel-ready hyperscale data center sites with access to pre-positioned renewable generation. “Silicon Ranch Corporation has deep experience supporting hyperscale data centers, with more than 2.5 gigawatts under contract with this important customer segment. We recognize their needs are evolving and are proud that this collaboration with Tract enables us to create a next generation solution that combines shovel-ready development sites with access to pre-positioned renewable generation, uniquely tailored to the needs of these customers.”Boris Schubert shared thisSilicon Ranch and Tract today announced an exclusive collaboration agreement to marry advanced renewable projects with entitled, shovel-ready sites to enable data center operators to build green campuses more efficiently. "Silicon Ranch has deep experience supporting hyperscale data centers, with more than 2.5 gigawatts under contract with this important customer segment. We recognize their needs are evolving and are proud that this collaboration with Tract enables us to create a next generation solution that combines shovel-ready development sites with access to pre-positioned renewable generation, uniquely tailored to the needs of these customers. We are pleased to take this innovative step forward in collaboration with Tract, a company that shares our commitment to responsible land stewardship and productive long-term partnerships with host communities.” -Silicon Ranch Co-Founder and CEO, Reagan Farr #MakingSolarDoMore
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Boris Schubert liked thisBoris Schubert liked thisI am pleased to share that I have joined Nextpower as Senior VP & GM, Services and Customer Operations. Over the last couple of months I was allowed to develop a vision and build a plan for activities that create additional customer value and elevate customer satisfaction. After presenting my thoughts, company leadership invited me to come on board full-time and put that plan into reality. Nextpower has, and continues to transform into a company that offers the widest range of products, values and services along the full renewable energy value chain. Increased focus on services, way beyond spare parts and warranties, is a consequential step in realizing that exciting vision. I am proud to be part of that journey. On that note, I will be attending the American CleanPower conference in Houston next week, 6/1-6/4. I hope to see many of you, my industry friends, over there in Texas and look forward to reconnecting ! Best, Jurgen
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Boris Schubert liked thisBoris Schubert liked thisPowering the AI Revolution: How GridCARE is Unlocking the "Invisible" Grid The race for AI dominance is hitting a major roadblock: the power grid. But what if the energy we need is already there, just waiting to be found? ⚡ The $64 Million Breakthrough: GridCARE recently secured $64 million in Series A funding, led by Sutter Hill Ventures (an early Nvidia investor) and backed by John Doerr, to solve the energy crunch facing data centres. 🧠 AI for the Grid: While research shows only about one-third of the grid is used most of the time, large data centres struggle to find power. GridCARE uses AI to analyse millions of scenarios, identifying underused "latent" capacity that can be tapped immediately. 🚀 Speed Over Steel: Instead of waiting years for new power plants or transmission lines to be built, GridCARE’s software allows utilities to connect massive AI loads to the existing grid faster. 📉 Smart Balancing: The technology helps utilities balance peak demand—such as during extreme weather—by evaluating when data centres can temporarily interrupt their power usage to protect the rest of the grid. 🌲 Real-World Impact: In Hillsboro, Oregon, GridCARE is working with Portland General Electric to unlock 400 megawatts of capacity by 2029, enough to power six data centres that were previously considered "unplugged". 📈 Rapid Scaling: With $40 million in current contracts and talks underway with a dozen US utilities and the world’s largest hyperscalers, the company is on track to hit $60 million in revenue by year-end. #AI #EnergyInnovation #DataCenters #GridModernization https://lnkd.in/gUaxBxww
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Boris Schubert reacted on thisBoris Schubert reacted on this18 years ago, my beloved brother Dr. Joel K. Shugar passed away. Joel gave the world three enduring gifts. The first is my wonderful nephew, Adam Shugar, who is truly a light unto the world. The second is an innovation that has improved the lives of millions of cataract patients globally: “Shugarcaine.” Joel was a rare combination — physician, engineer, inventor, and humanitarian. Long before “cross-disciplinary innovation” became fashionable, he embodied it. In the late 1990s, cataract surgeons began encountering a dangerous complication called Intraoperative Floppy Iris Syndrome (IFIS), particularly in patients taking medications like Flomax. The condition dramatically increased surgical risk and threatened patients’ vision. Joel approached the problem the way engineers do: identify the root cause, simplify the system, and solve it elegantly. Using his background in engineering and medicine, he developed a buffered anesthetic and dilation solution that protected the delicate structures of the eye while stabilizing the iris during surgery. The solution became known worldwide as “Epi-Shugarcaine.” What makes Joel’s story even more remarkable is that he published the formula in ophthalmic journals rather than locking it behind patents. Because of that decision, hospitals and surgeons around the world adopted it rapidly and affordably. We discussed the “open source” strategy then…and he believed the public good was more important than a profit opportunity in this case. Today, countless cataract patients have benefited from safer surgery and restored vision because of Joel’s work. The next time you see your ophthalmologist, ask if they know about Shugarcaine. They will say yes. Then ask if they know why there is an "h" in the name. They will probably say no. You can tell them the backstory about Joel. Finally, every Thanksgiving Joel performed free eye surgery for those not able to afford it in his rural northern Florida community. Hundreds of people had their vision improved under his “Gift of Sight” program. Some of their stories here https://lnkd.in/gjWbt_ub For me personally, Joel gave two gifts. First, unconditional love. Like many brothers, we had our share of sibling rivalry — and with Joel being four years older and a genuine genius, that was not always easy! But there was never any doubt that he celebrated my successes and deeply cared about my wellbeing. Second, Joel introduced me to electrical engineering, which we both pursued as undergraduates. That foundation helped shape my entire career. I miss him deeply, but I am most grateful for Adam, and that Joel’s brilliance and generosity continues to help people see the world more clearly. Shug
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Boris Schubert liked thisBoris Schubert liked thisSVP Electric Utility Director Nicolas Procos attended GridCARE’s reception in Menlo Park this week, celebrating the company’s successful $64 million Series A funding round. Silicon Valley Power is always exploring innovative approaches to address evolving energy demands and time-to-market challenges for data centers. We’re excited to see companies like GridCARE advancing new ideas in this space and look forward to the potential for future collaboration. Congratulations to the GridCARE team on this exciting milestone. #SiliconValleyPower #Innovation #DataCenters #EnergyFuture #GridModernization
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Boris Schubert liked thisAs an engineer, it is always exciting to see big machines being delivered to our projects 👷 ⚡ 🔋Boris Schubert liked thisLast week marked another milestone for our Hams Hall Battery Energy Storage System (BESS) in North Warwickshire. The first of the 400/33/33kV 220MVA SuperGrid Transformers arrived on site - a delivery that represents months of engineering effort, detailed planning, and seamless coordination across our teams and partners. The site benefits from proximity to major electricity load centres and is connected at the nearby Hams Hall 400kV National Grid substation, reducing congestion risks while maximising access to arbitrage and balancing services. Thank you to everyone involved in the continued progress of this site! Learn more about our global BESS portfolio: https://lnkd.in/e5T8pqZ2 #UKGrid #BESS #BatteryStorage #UKBatteryStorage
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Boris Schubert liked thisBoris Schubert liked this⚡ #AI infrastructure #startup GridCARE has raised $64M in Series A funding to accelerate power delivery for the rapidly growing AI economy. The round was led by Sutter Hill Ventures and legendary investor John Doerr, with participation from National Grid Partners, Future Energy Ventures, Emerson Collective, Stanford University, Xora, Aina Climate AI Ventures, Overture, Acclimate Ventures, and Clearvision Ventures. Founded at Stanford’s Doerr School of Sustainability, GridCARE is building “Power Acceleration” systems that use physics-based AI to unlock underutilized grid capacity and speed up deployment of large-scale AI infrastructure. ⚙️⚡ Led by CEO Amit Narayan and CTO Ram Rajagopal, the company’s Energize platform helps AI factories, utilities, and energy providers bring power capacity online years faster than traditional timelines. GridCARE says it has already created over $10B in economic value for data center developers by accelerating access to hundreds of megawatts of power capacity. 🚀 Ram Rajagopal Alaina Bookstein Arun Majumdar Shaneez Mohinani Yusuf Attarwala Jessica Hogle Adam Wigington Alanna Williams Shanna Brownstein #AI #EnergyTech #ClimateTech #DataCenters #Infrastructure #StartupFunding #ArtificialIntelligence #CleanEnergy #TechNews #Innovation
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Boris Schubert liked thisBoris Schubert liked thisAbout 24 months ago, our team started developing a thesis around a problem that wasn't getting enough attention in the energy transition conversation: The gap between when power is needed and when it can actually be delivered. Grid utilisation across the US sits at roughly 30%. The majority of existing infrastructure is idle, yet connecting a new data center takes six to ten years. That gap is now one of the defining constraints on AI growth, and on the energy transition itself. We looked at a lot of companies trying to solve this. GridCARE stood out as the best of the best. 💪 GridCARE delivers the fastest speed-to-power solution for AI data centers. Their Energize™ platform uses physics-based AI to identify and activate near-term capacity on today's grid, compressing interconnection timelines from years to months. Proud to share that Future Energy Ventures participated in their $64M Series A, alongside exceptional group of investors: Sutter Hill Ventures, John Doerr (the legendary investor behind Amazon, Google, and Netscape), National Grid Partners, Emerson Collective, and Stanford University, existing investors Xora Innovation, Aina Climate AI Ventures, Overture Ventures, Acclimate Ventures, Clearvision Ventures, and several prominent individuals and family offices. I've known Amit since around 2016. Watching him build this company, the clarity of the problem framing, the depth of the technical approach, the alignment with utilities rather than around them, has only reinforced my conviction in his ability to execute on something genuinely hard. Beyond capital, FEV brings something specific to this partnership: access to European utilities, strategic customer networks, and LP relationships that can accelerate GridCARE's expansion into new markets. Solving the Time-to-Energize Crisis at scale requires both the technology and the right doors opened at the right time. The AI infrastructure buildout is, at its core, an energy problem. GridCARE is exactly the kind of company we built FEV to back! Congratulations to Amit, Ram, Liang, Arun, and the whole team!! Future Energy Ventures Patrick Elftmann Anna Trendewicz Moritz Jungmann Jan Palasinski Veronique Hördemann Natalie Milde Ohad Mamann Maciej Lehmann Luisa Müller Alessa Sänger Başak Günver Fanny Rohr
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Boris Schubert liked thisBoris Schubert liked thisYesterday, alongside our fiscal year 2026 earnings, we announced an important step forward in our strategy to build a more integrated power plant platform. Nextpower has entered into a definitive agreement to acquire key assets of Zigor Corporation's conversion business and its U.S.-based subsidiary, Apex Power Conversion. This move reflects what we’re hearing from customers across the industry: a clear need for reliable, high-quality power conversion solutions that integrate seamlessly with the broader solar and storage system. Once complete, this acquisition will expand our capabilities in utility-scale power conversion and accelerate our entry into battery storage and data center markets. By integrating power electronics with our trackers, eBOS, and software platform, we can simplify system design, improve performance, and support faster, more efficient project delivery. We’re excited about the opportunity ahead and look forward to welcoming the Apex Power and Zigor teams to Nextpower. Read the full announcement here: https://lnkd.in/gqjEyJFZ
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Boris Schubert liked thisBoris Schubert liked thisOn a recent episode of Open Circuit, former Microsoft data center executive Christian Belady made the case for innovative ways data centers can become net-positive community assets. Facilities that improve crop yields, support pollinator habitats, create water abundance, and strengthen the grid. And when he got to the grid, he called out GridCARE. Belady described how flexing a data center's load capacity monetizes unused grid capacity — and how a portion of that value can flow back to communities through lower electricity rates. GridCARE is building the playbook for orchestrating flexible loads and squeezing more out of the grid, value that today goes unrealized. Communities deserve infrastructure partners that create shared value. Belady sees that as an engineering opportunity. So do we. 🎙️ Full conversation from Latitude Media in the comments. #GridCARE #DataCenters #EnergyTransition #GridModernization
Experience & Education
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Silicon Ranch Corporation
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Volunteer Experience
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Consultant
Stanford Alumni Consulting Team (ACT)
- Present 13 years 10 months
ACT is a program of the Stanford Graduate School of Business that brings together alumni volunteers to make a significant impact on the community by applying their management skills to challenges facing social benefit organizations. ACT provides strategic management consulting to the nonprofit community through a network of Stanford Graduate School of Business alumni. One of the largest pro bono resource providers in the San Francisco Bay Area, ACT donates approximately $3 million worth of…
ACT is a program of the Stanford Graduate School of Business that brings together alumni volunteers to make a significant impact on the community by applying their management skills to challenges facing social benefit organizations. ACT provides strategic management consulting to the nonprofit community through a network of Stanford Graduate School of Business alumni. One of the largest pro bono resource providers in the San Francisco Bay Area, ACT donates approximately $3 million worth of consulting services annually.
Publications
Projects
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Utility-Owned PV power plants USA
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See projecthttp://www.pgecurrents.com/2012/06/25/second-year-of-pge-owned-solar-is-dedicated-in-fresno-county/
Languages
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German
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English
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