data center load growth
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 1, 2025 by Mike Schroepfer · across every show →
Everything said about data center load growth, oldest first
May 1, 2025 neutral
Schroepfer: EVs and manufacturing drive US power demand alongside data centers
“Overhyped in the sense that people over attribute data center load growth with electricity demand inside the United States. You know, manufacturing and EVs are a huge portion of that. So people think it's all data centers. It's not.”