Exowatt claims a 10-gigawatt backlog with leading hyperscaler customers
Hannan Happi · Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea · Apr 15, 2026 · at 24:35
Hannan Happi is the CEO of solar thermal storage startup Exowatt, discussing data center power demand with Sourcery host Molly O'Shea.
0:00 / 0:06exact quote · 6.3s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“We've been very fortunate to have a backlog of, Over 10 gigawatts at this point working with the leading hyperscalers.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Hannan Happi
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…”
Happi: Hyperscalers relying on gas burners will face major emission penalties
“Otherwise we're going to be left with tens or even, yeah, tens of gigawatts of Mac gas burners that are going to last for another 20 years, and they might be a quick fix now, but I think the hyperscalers know they're going to pay a price for this later, both i…”
Happi: Many publicly announced data center projects are phantoms that won't happen
“There's a lot of headlines about data center projects being planned or initiated. I don't think all of them are actually happening, so there's a lot of, like, phantom data centers that are being Announced.”
Happi: Hyperscaler data center buildouts will keep scaling through 2030
“So I would say until 2030, there's no doubt that this is going to continue to scale at this rate. The question is like, what happens after 2030, and is it going to continue beyond that?”