West Texas

“So markets like West Texas that have been, you know, heavily developed with wind and solar but have massive amounts of curtailment and negatively priced power.”

“If you look in West Texas and you were to sign a solar and wind kind of affirmed green power purchase agreement in, in Texas and Urquhart territory three years ago, you might've paid 35 dollars a megawatt hour for that product. Today you're paying 65, maybe mo…”

“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…”

“Lancium has been pretty open about this. If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI. They have a bunch of other sites that are pretty massive in West Texas…”

“I think the way big data centers, big data center campuses are going to look like a few years from now, again, like, obviously the scenario is we keep adding tens of gigawatts per year that keeps growing, so, you know, we're in this AI scenario. I'm, you know,…”

“I know of very reliable developers now that are planning five gigawatt data centers in West Texas. So I think it's really changing. We're at an inflection point, and I think you're going to see some pretty gigantic announcements.”