The Calls
Every prediction date that has already passed, checked against the public record: green held up, red didn't hold up, amber partly held up. Diamonds at the right edge were assessed before their prediction date arrived.
Everyone Andy Lubershane (10)Shayle Kann (9)Sam Jaffe (6)Jesse Jenkins (6)Michael Dunne (4)Kurt Kelty (4)Jeff Waters (4)Varun Sivaram (3)Tim Hade (3)Richard Wang (3)Matthew Sachs (3)Julian Dumoulin-Smith (3)
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The record (6) every resolved claim →
Kann: On-grid, off-grid, edge, and space data centers will probably be built
“Massive data centers on the grid, massive data centers off-grid, small data centers on the edge, huge data center clusters in space. Each of these might get built. Actually, each of them probably will get built”
Kann predicts US data center capacity will double by 2030.
“I'm on the oversight here. I'm betting that there will be more than 20 gigawatts of new data center capacity in the United States by then.”
Kann: Data centers will partner with DER aggregators for grid capacity
“We're just starting to see this wave of announcements that are inexorably coming where there are going to be partnerships between hyperscalers or data center operators and the Third parties who do aggregations of DERs to deliver capacity to get data centers on…”
Kann: 300 MW data centers have lower cost per FLOP than edge
“My guess is, you know, your 300 megawatt data center on a fully loaded levelized cost of flop is just gonna be cheaper.”
Kann: First Solar will scale up and stay sold out for years
“First Solar was, is just over the moon about this. Right. This is like the biggest boon for them that you could possibly imagine, because they're already manufacturing here, and they can scale up relatively quickly, and so that's exactly what they're going to …”
Kann: Residential solar market might contract over the next year
“Which the residential solar market between interest rates and some policy changes, particularly in California around net metering, that's a market that might be down over the next year. You know, relative to this year, and I think this year might be down relat…”