TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH
“If you're trying to get new service like data center scale, let's say upwards of a gigawatt even, that sounded crazy a couple of years ago, but it's not all that crazy. You're trying to get that much service, industrial scale new service.
Way too often the answer is, oh, yeah, I guess I can do that, but this is if you're talking to the incoming utility, they'll say five years is probably the best I can do. Seven, realistically, this could be 10. If you're trying to tell the fastest moving sector in America that they have to wait a decade for the service that they need to get up and running, they're gonna hear that and that's the same thing to them as no, like no, I can't serve you, no.
I'm the only game in town, but you can't get what you want. So rightfully so, I think a lot of these people are saying, well, what if I, there's gotta be workarounds, there's gotta be other options. This is America, I can just build stuff, right?
Way too much in the electricity sector, it's not like that. It's not like you could just build things. “It's not like you could just build things. They're like, no, you have to talk to a panel of bureaucrats, they have to approve your plan.
Like, God, this is like the worst setup for an industry that's otherwise, yeah, moving very fast, bringing a lot of economic growth, a lot of productivity growth. The thing holding it back is this outdated utility model. No, we need to do something about that.”
