Casey Handmer
👤 SpeakerAppearances Over Time
Podcast Appearances
Well, so when someone says, we can't do it, we won't do it, no way, no how.
I mean, not in the U.S.
What they're saying is, write me a check.
Right.
Right?
And they did.
And now Samsung's coming on board in the States to build T6 with XAI, I think.
So, like, they all got there in the end.
Yeah.
So I mean, obviously, like legacy production coal and stuff is going to retire over time.
Right.
And if a gas plant is still making money, people will keep operating it.
But at a certain point, like it is the case right now that operating a coal plant costs more than building a new solar plant.
So it's just cheaper to turn it off.
So, yeah, I want to know what the... And obviously capacity is going to increase a lot.
So that helps to dilute the existing production.
Well, I think the question to ask is, like, what is the major constraint on that ramp up?
Right.
And then everything else will just draft in behind.
And I suspect that the hardest thing to make will always be the silicon, like the GPUs.