Jon Parrella

It's like driving a supercar down the highway at 80 miles an hour and shifting from fifth gear to first gear over and over and over again.

How many times is a car going to let you do that before you drop your clutch, you drop your, you know, your engine just falls out and blows up, right?

That's what they're doing to the gensets.

And it's literally breaking the grid, if you will, if they connect that.

Now, the question you have to ask is, how many of these data centers you've heard about are actually online right now?

Zero.

Very few.

Well, I...

I think there's a couple things.

One, I would take it a little farther than SB6, like I stated before, which is make them more responsive to be more grid participants.

So more than just during emergency periods, but almost on a daily basis.

Second thing is when you look at the interconnection queue, again, if you look back to the battery craze, there's a lot of projects that have been approved for interconnection that are just sitting there because there are people with land trying to flip the deal.

And I think that there needs to be more –

skin in the game, if you will, to a certain extent, to prove that you've got the financial wherewithal to actually move forward the project within a timeframe where you lose your interconnection so that you can make room for other people that actually have projects that want to get done.

I can't tell you how many substations, I mean, there's plenty of different applications, like Jigar was saying, where you can go, and we do this ourselves, where we can do feasibility studies to see what capacity is where.

And especially with AI, you should be able to load that data in and get it to spit out and be like, there's megawatts everywhere.

I think what you're going to see as far as data centers is going to shift.

I think trying to get to gigawatt scale is a huge challenge and a huge lift to be able to get everybody on board and the regulatory, and they're very dangerous.

We're seeing a lot of shift very rapidly to edge AI.

and a lot of people don't necessarily fully understand what that means.