Exowatt CEO Hannan Happi explains how supply chain constraints have evolved from GPUs to power and construction labor.
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…”
Prediction Not checkable as stated
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…”
Opinion
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.”
Prediction Open · timeframe Dec 2030
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?”
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.”
Insight
Building a data center requires roughly $50 billion in CapEx per gigawatt
“You could kind of say, rule of thumb, one gigawatt data center, or per gigawatt, you have to spend about fifty billion dollars of capex.”