The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Disclosure
Kimber: Intersect pivoted clean power assets from hydrogen to AI
“We thought maybe hydrogen would be first because of the supply side supports under the IRA. The demand just didn't materialize, and now all of a sudden, AI has just swept up all of the assets that we developed for, you know, behind the meter And co-located loa…”
Sheldon Kimber Feb 13, 2025 ▶ 19:32 The case for colocating data centers and generation
Disclosure
Kimber: Intersect Power has two multi-gigawatt data center sites in Texas Panhandle
“We've got two multi gigawatt scale data center sites in the panhandle of Texas. One of them's three gigawatts, one of them's over a gigawatt single sites and they're capable of being fully off grid if you want them to. They're on gas, they have you know, multi…”
Sheldon Kimber Feb 13, 2025 ▶ 24:04 The case for colocating data centers and generation
Disclosure
Kimber: Intersect Power is project financing about $9B of capex
“We're in the middle of project financing about nine billion dollars of capex right now.”
Sheldon Kimber Feb 13, 2025 ▶ 44:46 The case for colocating data centers and generation
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