The Ledger, every show

“The only argument, you know, you ever had for building something like a baseload generator in Texas is that sometimes the price would go to 5000 or 9000 dollars a megawatt hour, but with the massive amounts of solar and storage coming out of the grid, which yo…”

“They're not solving any problems this decade, right? That is a 20 thirties and probably a late 20 thirties. Opportunity.”

“The cost of a data center today in terms of the full stack CapEx deployment all the way through GPUs is about 25 twenty-five million a megawatt or twenty-five billion a gigawatt”

“If you go even back to January of this year, PJM had Roughly four gigawatts of anticipated data center demand for AEP by 2030, and by May, AEP revised that up to closer to 15, in just five months, right?”

“So now every new data center in Dublin is getting a natural gas generator behind the meter so it can be flexible and, you know, avoid that contribution to system peak.”

“The tranche sizes each year that you're having to go out and procure are now being measured in the gigawatt scale. So you're no longer immaterial to utilities load forecast. In fact, in many cases, you are the utilities load forecast.”

“There was a great RMI study that just came out very recently that looked at the PJM system and determined that you could unlock in excess of six gigawatts of extra capacity, and this is, I mean, PJM's a 90 gigawatt system, so six gigawatts is not nothing. That…”

“There was a fantastic story just in the last week about Quincy Washington building a fifteen million dollar aquatic center and they have a hundred and fifty million dollar state of the art school and their unemployment rate has gone from like 29% to six percen…”

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

“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.”

“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 …”

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

“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…”

“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.”

“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”