Casey Handmer

And then in the end, they only needed two, I think.

And they wanted them spaced out because they thought like they might just like spontaneously like explode.

Right.

And a bunch of other facilities and plants and stuff as well.

Yeah, yeah.

So basically there's a balance here.

So this is not a very complicated optimization problem.

Like for people who do optimization problems for fun, this is how you do it.

You start off with a bunch of like NREL data on like what your solar abundance is in this particular part of the world.

And then you just start throwing solar panels and batteries at it.

over the course of a one-year simulation until you hit the number of nines you want.

And then to an extent, you can trade the amount of panels and the amount of batteries you've got back and forth, and there's a very, very broad optimum.

Or you can throw in a third thing like a diesel backup or a gas turbine or whatever.

Why don't I just outbid like Microsoft or Meta outbids Google or something for the last gas turbine that's available that year?

Yeah, I mean, totally.

The thing that I think Meta has realized is like,

It's like Zuck is running out of time to spend his money to win.

The capex is not crazy high.

Just to be clear, like the capex is still dominated by just the GPUs.

Right.