Jaeden Schaefer

Utilities are really struggling to keep up because all of the new generation takes years, and it is a mass investment if you're going to build them.

So right now, the grid really can't run on air, you know, it can't run on paperwork.

So right now, the grid really can't run on air, you know, it can't run on paperwork.

So it needs actual concrete, physical plants, and it needs these things online.

So it needs actual concrete, physical plants, and it needs these things online.

So there's a lot of different strategies that, you know, companies are using to try to make this a reality.

So there's a lot of different strategies that, you know, companies are using to try to make this a reality.

One from Microsoft as they went to the

One from Microsoft as they went to the

decommissioned nuclear power plant on Three Mile Island and said, hey, if you guys can recommission this, we give you a billion dollars to do that.

decommissioned nuclear power plant on Three Mile Island and said, hey, if you guys can recommission this, we give you a billion dollars to do that.

And then we'll make a contract to buy all of the power that comes out.

And then we'll make a contract to buy all of the power that comes out.

So we're seeing, you know, decommissioned nuclear power plants come back online or start getting retrofitted to come back online to generate electricity.

So we're seeing, you know, decommissioned nuclear power plants come back online or start getting retrofitted to come back online to generate electricity.

There's a lot of deals.

There's a lot of deals.

I mean, we even see like there's a whole scandal with XAI and I believe Memphis where

I mean, we even see like there's a whole scandal with XAI and I believe Memphis where they're

They had a big data center there and they literally just brought on like thousands of these portable diesel generators and turned them all on to power their whole facility because they couldn't get enough power from the grid.