“A grid-connected power producer with long-term data center contracts keeps re-rating as AI campuses lean on the grid plus on-site backup, not islanded off-grid generation.”
“Do you want to talk about— Matthew was adding to the conversation we had with Doomberg. Doomberg was fine. Doomberg was saying the only way the data center buildout will be successful is by either breaking all the rules or going off-grid. And Sean, you said the tech crowd keeps leaning into this off-grid is the only way thesis. And I disagree with this notion. The exhibit, an example of XAI Colossus, even overstates what's actually happening at Colossus. Okay.”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.