The grid bill you mention worries me more than the moratoriums. A moratorium moves a project to another state. Making data centers pay for their own grid upgrades raises the cost everywhere. And the big five already spend about 116% of their operating cash flow on capex, so that extra cost gets borrowed.
the moving to other regions definitely adds to the costs. all the more reason for them to have their own energy source (ie solar). But as we have seen solar has been decimated due to the BBB.
Great angle on the supply chain side. The propylene glycol import surge was new to me. I've been following the same story from the investing side, looking at which data center suppliers the selloff may have mispriced. Seems like we share a lot of interests, so I'd love to connect. Here's my piece if it's useful: https://mpehota.substack.com/p/data-centers-wont-stop-theyll-just
Hi!! thanks for the reachout. would love to connect. I have my CDL Europe Symposium next week so I'm busy this week with client meeting and then traveling to Europe. Are you available the week of Nov. 30 to meet up on Zoom?
The grid bill you mention worries me more than the moratoriums. A moratorium moves a project to another state. Making data centers pay for their own grid upgrades raises the cost everywhere. And the big five already spend about 116% of their operating cash flow on capex, so that extra cost gets borrowed.
the moving to other regions definitely adds to the costs. all the more reason for them to have their own energy source (ie solar). But as we have seen solar has been decimated due to the BBB.
Great angle on the supply chain side. The propylene glycol import surge was new to me. I've been following the same story from the investing side, looking at which data center suppliers the selloff may have mispriced. Seems like we share a lot of interests, so I'd love to connect. Here's my piece if it's useful: https://mpehota.substack.com/p/data-centers-wont-stop-theyll-just
Hi!! thanks for the reachout. would love to connect. I have my CDL Europe Symposium next week so I'm busy this week with client meeting and then traveling to Europe. Are you available the week of Nov. 30 to meet up on Zoom?