Tyler Crowe

We've been talking about nuclear, but that's like five, six, seven years away.

Same thing, even if you were to talk about putting on a new coal plant, that's, again, five, six years.

The two things that can deploy quickly in terms of putting electrons into AI or onto the grid, it's natural gas and solar.

Those are, right now, the quickest to deploy.

Because of that, and the voracious demand that we are seeing for power these days, I think what's going to happen is,

AI companies that are trying to build all their own power packs, whether it be with natural gas or solar or whatever, to be behind the meter and not rely on the grid, I think they're going to have to go with natural gas for the next five years, because they're just going to be what is available.

First Solar is, when it comes to utility-scale solar in the United States, it's the biggest player.

It has focused almost entirely in the North American market.

It just brought two major manufacturing lines online in the past 12 or 18 months.

The details on the numbers are a little off.

But if there's somebody that's going to deliver power to these AI data centers, I think First Solar is going to be a big winner, and even without tax subsidies, because these companies are going to have to pay up to make this happen.

And I think that could really work well in First Solar's case.

John, what do you got?

Matt, John, thanks for sharing your thoughts.

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Thanks to Dan Boyd for keeping us on schedule.

For Matt, John, and myself, thanks for listening, and we'll chat again soon.