Casey Handmer

You can do it anywhere you can find the land, right?

People say, well, you can't do this in Europe because Europe doesn't have solar power.

Europe has solar power.

I've been to Europe in summer.

It's, like, sunny for, like, 20 hours of the day.

It's a bit seasonal, right?

But that's not a big deal.

Yeah, so in practice what happens is, let's say Europe hypothetically awakens from its slumber and decides it wants to participate in AI.

Okay, I hope it does.

They say, well, we're going to have to put 100 gigawatts down of solar at some point to build these data centers.

It'll most likely be in Southern Europe.

Spain is not particularly heavily populated.

That's a great place to start.

So we put in 100 gigawatts of solar data center in Spain.

And then in order to achieve...

Basically, if you're spending AI hyperscaling money on your GPUs, you want to have four nines of uptime in order to maximize your tokens per dollar spent.

OK?

Tokens per dollar spent on the entire project, not just on that.

This is a very subtle point.

I can go into vast detail on it later on, maybe.