Jon Parrella

speaker
197 appearances 1 recordings 1 series first heard Apr 2026 last heard 29 Apr

Jon Parrella’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
1 · Apr OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

Appearances

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And, you know, they might have been able to get $5,000 or $10,000 an acre.
But if they can get a large load interconnect, they can get $100,000, $200,000, $300,000 an acre for the same land.
So you see a lot of people that came in and said, OK, if I can find the sweet spot of land where I can get gas and water and power and all these things, all of a sudden the value of that land goes through the roof and the data centers are willing to pay for it.
What's funny, though, is when you start looking at
What they submitted as their load profile for those interconnects versus what the data centers are actually doing.
And so the problem is now the utilities are trying to do these feasibility studies off of a legacy flat, very stable data center.
And then these things show up and it's far from that.
And that's, I mean, to be a little bit selfish, that's what our battery technology solves for.
Yeah.
But it is a major problem.
And the reality is, you know, even if I stand up gigawatts of manufacturing capacity of batteries, I can't make enough.
Yeah.
And that's the problem across the board with all of the infrastructure companies.
Back when the Bitcoin mine days were here and it was all the craze of building these monster Bitcoin mining data centers, you saw companies investing in, you know, PDU manufacturers and all the components because they wanted to prioritize their company over everybody else to be able to get the components.
Same thing's happening with the data centers.
The infrastructure funds, if you look at the Blackstones, are investing in...
TDSPs or utilities.
They're investing in the land developers.
They're investing in the infrastructure components.
They're investing in all the different components to be able to try and prop up and accelerate the growth of all this to meet that demand.
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