space cooling

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 15, 2026 by Nat Bullard · across every show →

Everything said about space cooling, oldest first

Jan 15, 2026 neutral
Assertion Supported
Bullard: Data centers represent only 8% of global electricity demand growth
“Space cooling, so just aircon and buildings is gonna be, like, 10% of the total growth. And data centers are right around eight percent.”
Nat Bullard Jan 15, 2026 ▶ 45:15 2026 trends: Gas turbines, Texas’ load queue and China electrifies
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