Northern Virginia

6 statements across 6 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Aug 17, 2023 by Andy Lubershane · said 31 times in 15 episodes since 2023 · across every show →

Mentions by year

brought up most by Shayle Kann (18), Maeve Allsup (5), Brian Janous (4), Andy Lubershane (2), Seth Frader-Thompson (1), Richard Wang (1)

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001.52.5352023202420252026episodesmentions per episode
2026 9 mentions in 4 episodes 2 per episode
2025 11 mentions in 4 episodes 3 per episode
2024 8 mentions in 5 episodes 2 per episode
2023 3 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Northern Virginia, oldest first

Aug 17, 2023 bearish
Assertion Supported
Dominion Energy cannot power new Northern Virginia data centers until 2026.
“So for example, it's been reported that the electric utility in Virginia, Dominion, has basically told data center developers that they don't have capacity. They can't serve additional data center demand in Northern Virginia, which is one of the biggest areas …”
Andy Lubershane Aug 17, 2023 ▶ 12:48 Navigating the electricity gauntlet
Nov 9, 2023 neutral
Assertion Supported
Kann: Northern Virginia data center power queue exceeds current grid capacity
“Northern Virginia, where, like, there is a, the queue for new load coming from data centers alone, I think, is larger than the entire capacity of the system today in that region.”
Shayle Kann Nov 9, 2023 ▶ 8:45 Mailbag episode! Interest rates, carbon dioxide removal, load growth, and more
Feb 15, 2024 neutral
Opinion
Bullard: AI data center load growth mirrors greenfield smelting era
“I'm planning for industrial load growth of the sort that grids haven't known since maybe they were building greenfield smelting capacities or things like that.”
Nat Bullard Feb 15, 2024 ▶ 40:57 More 2024 trends: ESG, carbon certifications, curtailment, and AI
Jun 12, 2025 neutral
Assertion Supported
Sharp: Northern Virginia data centers have a 0.5% vacancy rate
“I mean, some of the most recent stats, it has .five percent vacancy rate, which is phenomenal.”
Chris Sharp Jun 12, 2025 ▶ 12:38 The state of play of data center development
Mar 12, 2026 positive
Assertion Supported
Kann: Data center development is rapidly expanding into West Texas
“Historically, you know, there were these tier one markets, like Northern Virginia, or Chicago, or Phoenix, or whatever, Atlanta, and they were where 90% of the demand for new data centers was going to be, and there's still that. But it is broadening out quickl…”
Shayle Kann Mar 12, 2026 ▶ 26:32 AI scaling pathways: on grid, on edge, off grid, off planet
Aug 27, 2026
Assertion Partly supported
Khan: There are over 10,000 diesel generators in Northern Virginia alone
“For example, to wit, there are more than 10,000 diesel generators in Northern Virginia alone.”
Shayle Kann Aug 27, 2026 ▶ 1:32 The rise of metal fuels
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