Scott Nolan

We don't care if it's quite as cheap as the grid, but we want it to be extremely reliable.

So 100% uptime.

And so that's going to point you towards small modular reactors that many people are working on.

And that's probably for data centers.

So data centers has been a huge push for this.

Previously, they went out and they looked for stranded electricity.

Where can we find a few hundred megawatts?

Where can we find a gigawatt of stranded wind in West Texas?

Or solar that's not being used?

Or where is there maybe solar and wind in a natural gas pipeline?

And we can just put it all there.

Those sites are largely now claimed.

Everyone's been searching for them the last couple of years.

People found them and people locked them up and they're building data centers on those sites.

Now it's about, okay, we need new production or we're not going to, you know, those days are over where there's just latent supply.

We need to create supply of electricity.

And so that middle segment, I think, is for the data centers.

That's where we're going to see rapid adoption.

Day one, it's going to be higher price points than you could get from the grid, but it's certain and you can do it in bulk.

So they're going to sign up for that.