data center demand
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2025 by Julian Dumoulin-Smith · across every show →
Everything said about data center demand, oldest first
Jul 10, 2025 bullish
Dumoulin-Smith: Utility-scale solar faces supply deficit from data center demand
“Look, utility scale solar, look, the reality is that market is principally driven by CNI demand, commercial and industrial demand. What is that? Effectively, it amounts to tech companies, data center demand, right? Like, am I really worried substantively that …”