Sabree Beneshour

Google is an investor.

So is NVIDIA.

So this is really just engineering production here, but it's the beginnings of what will eventually be a 10 gigawatt per year manufacturing line that we will most likely site out at our facility in Nevada to be able to mass produce this thing in a way that's industrially relevant for the world.

So does this business model work without this surge of demand from AI data centers?

great question.

It does work without the AI surge.

The AI customers are really excited.

They want power fast and we are in a position to do that.

The AI boom is hitting the accelerator for their business.

In San Francisco, I'm Megan McCarty Carino for Marketplace.

Sabree talked earlier about rules that could boost the housing market by encouraging banks to increase mortgage lending.

Now a check on the companies that supply the homes.

A measure of industry confidence from the National Association of Home Builders and Wells Fargo slipped by one point this month to 36 out of 100.

The index hasn't been above 50, considered positive territory, since the spring of 2024.

That's the national picture.

But as we all know, real estate is all about location.

So Marketplace's Elizabeth Troval has this regional view of the market for new homes.

Even in a mediocre home building environment with elevated interest rates and building costs, Scott Norman with the Texas Association of Builders does not worry about the Lone Star State.

He expects people to continue to move to Texas in droves.

The Houston metro area specifically will continue to be a bright spot, says Chris Bolio with the Greater Houston Builders Association.