hyperscaler

“I think we're gonna see that particularly when it comes to customers who are willing to pay a premium for You know, perhaps newer technology that is not yet come very far down the cost curve. And, you know, I, again, I think what we're gonna see it from compan…”

“You know, if you go back a few years, you know, zero carbon energy day one was really becoming a non-negotiable that, you know, we wanted energy, wanted to be zero carbon. We wanted to have it Done, ready to go when we plug in the data center. I think the, pro…”

“What would really present a value proposition for the hyperscalers and the large co-location data centers would be if you can actually interconnect them to the grid more quickly if they're able to offer this flexibility.”

“We've learned the top five things that the hyperscalers and people building data centers want is, in this order, speed, speed, speed, cost, and carbon. All of those are important, but speed is the thing that is driving a lot of this.”

“This kind of uncertainty is killing investment decisions at best. They're delayed at some point or another people just walk away. And it is critically important that the United States resolve these questions firmly and clearly so that investors can put money t…”

“Are there announced projects? No. But we are getting a lot of inbound on this exact topic, and we are talking to, if not all of the hyperscalers, almost all of the hyperscalers.”

“But what about the fact that most of the companies that are driving that demand, the hyperscalers in particular, have been on the vanguard of decarbonization commitments? And take it pretty seriously.”

“Back in the 2000, there was not really any demand growth. Now we're seeing phenomenal demand growth, which was strong to begin with, but just, I mean, really taken off with artificial intelligence driving it. And, you know, those trillion dollar balance sheet …”

“We're technology agnostic in the belief that, or the knowledge that we can go out and find sites that are amenable to the hyperscale is what they need for offtake and location that we can develop in a way that in a year from now or, A year and a half from now,…”

“That's the outlier of what we're seeing is that to operationalize, they would really like it to be more of a contiguous scenario where they do logically think about them as five megawatt chunks, and they want a bit of resiliency... What we're seeing is having …”

“That feels to me like it is more readily available to the hyperscalers who have lots and lots of data centers probably within one region than it is to Others. The temporal one, in theory, available to anybody.”

“We're just starting to see this wave of announcements that are inexorably coming where there are going to be partnerships between hyperscalers or data center operators and the Third parties who do aggregations of DERs to deliver capacity to get data centers on…”

“Now, if the grid were to build excess capacity purely to meet this huge demand and expects the taxpayer to pay for it so the hyperscaler can benefit, That politics is never going to fly.”

“We also passed a microgrid bill, That allows users of over 20 megawatts, so I think large advanced manufacturing or hyperscalers to build microgrids very quickly in the state”

“My understanding from the hyperscalers and the data center developers is that they all really, really want the Full network transmission service with all of the good, you know, backup and cushion that that network provides to their operations, and the Five Nin…”

“If they're in that intense competition, like, company to company, then it's of much less interest, just much less incentive For, you know, them to go work on the network that all of their competitors get to use just as much as they do. So that's classic public…”

“So if you think about that from a power standpoint, my incentive in that scenario would be to talk up power constraints, right? Saying that there's not nearly enough of it. We need to build so much. Like this is the greatest cycle because that will incent spec…”

“The type of contracts that have been signed so far are for the most part non-binding subject to milestones.”

“I think Google's energy team is probably a multiple of the size of the next hyperscaler. Just the number, the sheer number of people they have dedicated to it.”

“Generally speaking, I think it's fair to say that Google is the most sophisticated company. And on the energy side, they have sort of the biggest, you know, trading desks. They've choked some pretty big deals with utilities, as you probably know, for low flexi…”

“Definitely over the next like 36 to 48 months. My guess is bring your own capacity, right, which is sort of the umbrella term for everything I'm talking about is going to be a very, very, very quickly growing sector of this market, because when hyperscalers th…”