Jigar Shah

They can't have rolling blackouts because a data center didn't plan correctly, right?

And so, like, I actually think data centers are going to reduce everyone's electricity bills by 10%.

But they got to be done the right way.

And you need, like, a U.S.

Department of Energy that's forcing them to do it the right way, right?

And so one of my big challenges is that we're allowing people to move fast and break things.

And, you know, like, this is not something that we can afford to break, right?

It's basically two things, right?

One is that, exactly as you suggested, that the grid has plenty of capacity

almost all of the time, except for maybe 100 to 200 hours a year.

Yeah.

Right?

During those 100 to 200 hours a year, the utility says to the data center, you got to reduce your demand from the grid by 50%, right?

And either they can run natural gas generators behind the meter to ride through that,

Or they can run it off batteries, or they could, you know, use Emerald AI and others and just shift the compute packages to a different data center, right?

Separately, the data centers have to actually have good quality load facing the grid, right?

And we've set those standards in the 1960s and 70s, so this is not new.

You can't flicker.

You can't change how much power you're using from the grid 12 times a minute.

right?