tech companies

“I generally think on balance, it's good because those customer sets tend to be particularly progressive when it comes to climate issues, and they're willing to put their money where their mouth is and take some risks that, that others will not.”

“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 …”

“This is probably not the peak. Like, most of the estimates based on what companies themselves are saying for their estimated CapEx have a higher number for next year, right?”

“So I do think the, you know, the tech companies have, you A real issue around how AI has been presented, you know, and that is causing a lot of this backlash as well.”