Jigar Shah

Yeah, you know, it's such a crazy thing, right?

You know, when you think about the five different bottlenecks you have to data centers, right?

So there's the grid, right?

Then there's transformers, then there's GPUs, then there's memory, and then there's CPUs now.

It looks like they're short, right?

They can't build more than 50 gigawatts of data centers between now and 2030 because of limitations on GPUs, memory, and CPUs.

But if you go to communities, they're creating havoc at the level of 500 gigawatts across the country.

So they are making empty promises to people across the country to disrupt their communities when they don't have the GPUs to fill it.

And so that's, I think, what's pissing everybody off.

I think people are just saying, if you're going to be a trillion dollars in size and you're going to be booing the entire U.S.

economy, how come not a single analyst actually seems to know anything about what's possible?

And everyone else is basically like feeding the hype cycle all day.

I'll give you an example.

In the state of Texas...

They are suggesting on official ERCOT letterhead, which is the transmission operator in Texas, that the load queue could be 300 gigawatts, right?

Now, mind you, Texas is 70 gigawatts.

That's a BS number, right?

And of course, people in Texas are scared out of their minds around a BS number.

But what's likely to happen in Texas?

30 gigawatts.