Casey Handmer

So the question is really, how quickly does TSMC ramp up its production of GPUs?

And that's a question for you, not for me.

Yeah.

Okay.

So it's like 100 gigawatts.

Okay.

And that's, I mean, that sounds roughly right.

You're not the first person to give me a call and ask me about this.

I'll put it that way.

I'm not going to name names, but like pretty much all the names you've heard of have given me a call and said, like, we know that you're a minority voice on the paper that came out recently with scale microgrids talking about how you could do 90% solar, 10% gas.

And I said, you can go all the way 100% solar.

I wrote a blog post about it.

And so they always call me up and say, what about this?

And they're all talking like five gigawatts in the next few years.

So that's just like 90 plus percent solar for just those.

So I think within a few years, we'll probably see that like the majority of new DCs that are going in will be mostly solar.

Within, sorry, how long?

Let's say by, let's see, what's it, 2027, majority of new DCs going in at that point would be mostly solar.

um my consulting fees are extremely affordable um but i really i don't have deep visibility because i'm not in the same room with like with the meta people as to like when we're going to hit the wall on transformers and when we're going to hit the wall on like just how much like municipal like peak peak load can we shave off um which is the latest thing that's been doing the rounds which it turns out like there's a handful of of places in the united states and by handful i mean like literally handful um

where they might have used to be in an aluminum smelters as a bunch of latent capacity in the grid.