transmission network
2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 20, 2025 by Rob Gramlich · across every show →
Everything said about transmission network, oldest first
Nov 20, 2025 bullish
Gramlich: Hyperscalers fundamentally require full grid connection for five-nines reliability
“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…”
Nov 20, 2025 neutral
Gramlich: Hyperscalers avoid funding transmission lines because competitors benefit equally
“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…”