Jon Parrella

They were moving too fast.

They got above the tips of their skis and they built these data centers that are going to cause rolling blackouts.

Then what do you think?

Well, they're going to trip the airbreakers is what they're going to do.

Well, that's right.

That's...

Like what most people don't understand is when you have a power that's this volatile where you're seeing – like if you have a gigawatt data center and you see anywhere from a 30% to 80% swing, you're talking about 300 megawatts to 800 megawatts of swing multiple times a minute.

When I mean swing, I mean immediately disappearing off for a couple seconds, immediately spiking back on for a couple seconds.

It looks like an EKG up and down and up and down.

And the problem is – think about this for a second.

The fastest generators on the planet, you're probably talking diesel or resips, take 25 to 30 seconds to ramp up and ramp down.

You start talking turbines, you're talking 10, 20, 30 minutes to ramp up and ramp down.

Nukes are on all the time.

They don't ramp.

Solar is intermittent.

It's on when it's on.

It's off when it's off.

OK, so now how do you take a very volatile load?

And connect it to those things.

If you connect directly to a generator, like Jigar mentioned, where you're running off the generator behind the meter, and you don't have something between the generator and the data center, you're literally going to break the crankshafts on the gensets.