Jigar Shah

You can't.

So then you have to have technologies like John's in between you and the grid so that his technology is absorbing all of that flicker and the grid is only seeing a signal that it's used to seeing since the 1960s, right?

And if you decide to send them something that's far more volatile than that,

Then the grid gets weird harmonics.

It gets all sorts of things.

And that's what John was saying before, that when the grid sees that, it tells the data center to shut down until it can run safely, right?

And so those are the two big things.

Right.

Very few.

There is not a single data center in the country that's running off-grid.

I just had Tim Haid on my...

uh, my podcast energy empire and like, um, yeah, zero, zero that are like, even Stargate is grid connected right now.

Um, you know, they're hoping to be off grid in the future a little bit, but right now they're fully on grid.

Well, the other piece of this, just to make sure we're crystal clear, right, is that, like, you've got the data, fine, but then you have the narrative, right?

Every electric utility that's an investor-owned utility is publicly traded.

When you listen to the conference calls of all of those CEOs the last three months, they are firmly blaming data centers for rate increases.

They have added like 40% to their budgets since 2024.

That means that they said before we're raising rates 5%, now they're raising rates 9%.

And they're saying it's all because of load growth from data centers.

Now, you could call them all liars, okay, but these are the electric utilities that actually serve you.