Everything Hannan Happi said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Exowatt targets 1 cent per kWh via mass-produced modular solar thermal units
“What's new really about our approach and our hypothesis is making this in a modular fashion, making this in a factory. And then scaling the production to millions and ultimately billions of these, which ultimately allows us to go down the cost curve and genera…”
Happi: Hyperscalers relying on gas burners will face major emission penalties
“Otherwise we're going to be left with tens or even, yeah, tens of gigawatts of Mac gas burners that are going to last for another 20 years, and they might be a quick fix now, but I think the hyperscalers know they're going to pay a price for this later, both i…”
Happi: Many publicly announced data center projects are phantoms that won't happen
“There's a lot of headlines about data center projects being planned or initiated. I don't think all of them are actually happening, so there's a lot of, like, phantom data centers that are being Announced.”
Happi: Hyperscaler data center buildouts will keep scaling through 2030
“So I would say until 2030, there's no doubt that this is going to continue to scale at this rate. The question is like, what happens after 2030, and is it going to continue beyond that?”
Data centers sign power contracts between 20 and 30 cents per kWh
“And if you think about data centers, they're signing contracts as, you know, on the mid range, 20 cents a kilowatt hour, up to 30 cents a kilowatt hour.”
Building a data center requires roughly $50 billion in CapEx per gigawatt
“You could kind of say, rule of thumb, one gigawatt data center, or per gigawatt, you have to spend about fifty billion dollars of capex.”
Happi: Exowatt operates the world's largest indoor solar simulator
“This is the largest solar simulator of its kind in the world, so it's state-of-the-art, and what that means is we essentially have the sun indoors, so that allows us to do 24 seven testing.”
Exowatt claims a 10-gigawatt backlog with leading hyperscaler customers
“We've been very fortunate to have a backlog of, Over 10 gigawatts at this point working with the leading hyperscalers.”
Happi: Hyperscalers plan $1 trillion in data center capex
“Like the, Google's of the world and so and so forth. They're planning on investing a trillion dollars in capex and data centers over the next couple of years.”
Exowatt has raised about $140M over the last two years
“So in total, we've raised about a hundred and forty million dollars over the last two years, and it's been great.”
Happi: Data centers do not operate as flat baseload power consumers
“So people think, oh, data centers are baseload means like you have a flat load, but it's not like that. It's like going like this all the time. And there's a lot of power electronics that you have to develop to actually handle those transients.”
Happi: Labor shortages are now the biggest bottleneck for data centers
“So the biggest kind of challenge for data centers today is are there aren't enough construction workers to build a data center. So you have to like import people from other states to a site to build a data center. And being an electrician these days is actuall…”
Happi: Completed data centers create very few ongoing maintenance jobs
“Data centers build out itself creates some construction jobs, but after it's built, there's not a lot of jobs that, that are required to maintain it.”
Happi: Solar panel manufacturing costs dropped 99.6% over 50 years
“If you look at the trajectory over the last 50 years, the cost of making a solar panel has gone down by 99.6%.”
Happi: Exowatt maintains thermal rock batteries at 800°C to 1,000°C
“We have developed a specialized rock that can handle the temperature profiles and go through the cycles a lot, but we're maintaining the rocks at about 800 degrees Celsius to a thousand degrees Celsius, so that's, you know, equivalent to about 2000 degrees Fah…”