The Ledger, every show

“I mean, for us and for Cloverleaf, we don't sign NDAs with government officials. Like, we don't think that's good practice.”

“I think the industry has tried to attack this with facts. And really miss the emotional resonance of, like, people just aren't happy about this stuff right now.”

“Electricity prices did not go up for a hundred years as we massively expanded the grid.”

“I just look at the pie of total data centers by 20 30 and pick your date in the future. I'm a big believer of terrestrial data centers are still going to be, like, the vast majority of the way we build data centers. Like, I just don't, I'm not sure how much it…”

“I think with some of the AI training sites, we've seen it's more of a move away from backup generators.”

“I think for those kind of sites, it would be very difficult to Permit that scale of diesel generators in most markets.”

“The problem we're trying to solve here is not that I need a 24 seven generation to match a 24 seven load. It's that I need to solve for The summer peaks and the winter system peaks in order to connect alone. That's what a utility does, and I think it's a, I th…”

“And some of them are big tech companies, and some of them are just two guys with a truck that decided they were going to be data center developers, and they go get a queue position, and they have to pay 10,000 dollars, that's it, to get in the queue.”

“The value of a megawatt in twenty-twenty-seven is worth more than a value of a megawatt in twenty-thirty-two, because there's an assumption that by twenty-thirty-two, power will probably be more abundant, that will have sort of run through this cycle.”

“Over that decade, we had gone from a baseline of, you know, a couple hundred megawatts, and we were growing at a relatively rapid pace, but that's also kind of a small denominator. So the incremental tranches every year that we had to go procure were measured …”

“I think people have this sense of the cloud as really being this sort of ethereal thing, and applications can just move around, and if one data center goes down, then, well, you can just move everything to another data center. That's not really how it works. W…”

“It's almost 20% of the entire country of Ireland's electricity are data centers, and they're almost all in Dublin.”

“There's plenty of power most of the time. There's, you know, a number of hours a year where we don't have enough power, and so that's really what we're trying to solve for.”

“Amazon Talon deals is, it's sort of a corollary to what John's talking about, where, you know, what you're doing is saying, Go, go to where the power is... Here you're just saying go to where the capacity is, right? And you could argue whether it's clean or no…”

“If you look at the history of the cloud industry, it started with a focus on fiber, right? Get as close to the network as possible. That's why you have concentrations in places like Northern Virginia and Amsterdam, because those were some of the biggest networ…”

“Even if you just take the, all the big tech companies and ignore the rest of the data centers, that alone is, is probably at least 15 to 20 gigawatts of capacity.”

“Because the thing that I think people that work in this industry understand, but most people don't understand, is when a utility says that they don't have power, they don't mean that most of the time there's not power. They just mean there might be a handful o…”

“I mean, on a total cost basis, you know, over a fifteen-year period, and, you know, TCO is the way we think about it in the world, land is about one percent. Of the cost to operate a data center. You know, the full stack with servers and everything.”

“They operate one of the highest voltage Systems in the country. So they operate a seven 65 KV system which is, you know, higher than what anyone else has. There's a little bit of seven 65 in New York as well.”

“Early in the two, you know, 2010 time frame, Microsoft, Amazon, Google, you know, they maybe all had a few hundred megawatts of data center capacity. Well, now you get to the end of that decade, now they're all sitting on a few gigawatts of capacity”

“I think when I joined Microsoft in 2011, there was somewhere between a 102 hundred megawatts of data center capacity, which is not nothing, but compared to what it is today is pretty minuscule.”

“It is, it's very low impact, and you can install these things very quickly, I mean, you're not reconductoring. You're not running new lines. You're simply outfitting existing infrastructure with sensors. This can happen really quickly.”