Exowatt

includes Exowatt P3

6 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Apr 15, 2026 by Hannan Happi · said 24 times in 4 episodes since 2025 · across every show →

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brought up most by Hannan Happi (13), Molly O'Shea (10), David Ulevitch (1)

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Everything said about Exowatt, oldest first

Apr 15, 2026 bullish
Disclosure
Exowatt claims a 10-gigawatt backlog with leading hyperscaler customers
“We've been very fortunate to have a backlog of, Over 10 gigawatts at this point working with the leading hyperscalers.”
Hannan Happi Apr 15, 2026 ▶ 24:35 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Apr 15, 2026 neutral
Assertion Contradicted
Data centers sign power contracts between 20 and 30 cents per kWh
“And if you think about data centers, they're signing contracts as, you know, on the mid range, 20 cents a kilowatt hour, up to 30 cents a kilowatt hour.”
Hannan Happi Apr 15, 2026 ▶ 6:31 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Apr 15, 2026 positive
Assertion Not checkable as stated
Happi: Exowatt operates the world's largest indoor solar simulator
“This is the largest solar simulator of its kind in the world, so it's state-of-the-art, and what that means is we essentially have the sun indoors, so that allows us to do 24 seven testing.”
Hannan Happi Apr 15, 2026 ▶ 11:57 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Apr 15, 2026 neutral
Assertion Not checkable as stated
Happi: Exowatt maintains thermal rock batteries at 800°C to 1,000°C
“We have developed a specialized rock that can handle the temperature profiles and go through the cycles a lot, but we're maintaining the rocks at about 800 degrees Celsius to a thousand degrees Celsius, so that's, you know, equivalent to about 2000 degrees Fah…”
Hannan Happi Apr 15, 2026 ▶ 16:00 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Apr 15, 2026 bullish
Prediction Open · timeframe Apr 2029
Exowatt targets 1 cent per kWh via mass-produced modular solar thermal units
“What's new really about our approach and our hypothesis is making this in a modular fashion, making this in a factory. And then scaling the production to millions and ultimately billions of these, which ultimately allows us to go down the cost curve and genera…”
Hannan Happi Apr 15, 2026 ▶ 3:37 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Apr 15, 2026 positive
Assertion Supported
Exowatt has raised about $140M over the last two years
“So in total, we've raised about a hundred and forty million dollars over the last two years, and it's been great.”
Hannan Happi Apr 15, 2026 ▶ 30:26 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
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