Jigar Shah

They separately had a report last year that said they were going to spend a trillion dollars between 2025 and 2029 investing in the grid.

This year, they just re-upped that from $1 trillion to $1.4 trillion from 2026 to 2030.

If they successfully do that, then that means higher bills for everybody.

Now, if they allowed the data centers to be more flexible for 100 hours a year, that number drops in half.

It goes from $1.4 trillion to $700 billion, right?

And you still get all that extra load from the data centers, which means people's bills go down by 10%.

Like, that's the thing that people don't understand.

This is just math.

The numerator is the spending from the utility.

The denominator are the kilowatt hours that you're selling.

You want that ratio to go into the direction of the consumers.

So there's two big things you have to do.

And, you know, Texas has passed SB6, as John suggested, which basically says that if there is ever a shortage of power in the state of Texas, data centers go offline first, right?

And so that should be the law of the land, right?

That's called an interruptible tariff.

It's been around for 50 years.

It is not new.

And all data centers should be required to sign one.

Second, is that the utilities have a bunch of data trapped in their databases between three different silos.

There are companies like GridCare and Google Tapestry and Camu Energy and others who can use that data to tell you exactly where there's space on the grid.