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When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microsoft, Google, they've made very public and very bold pronouncements about where they want to be from a CO2 emissions point of view. They want to get to net zero by certain dates and time. So they've really put themselves a little bit of a box because the core of their business is demanding more and more electrons. Most of that electricity, about 60%, wants to come from nat gas, bec
You may have seen that Amazon did a deal to buy power kind of directly from the next, a nuke that was next door to a data center. That's a way to try and cut in line and not have to stand in this queue.
When we look at the biggest hyperscalers, the people who are demanding the biggest data centers, Amazon, Meta, Microsoft, Google, they've made very public and very bold pronouncements about where they want to be from a CO2 emissions point of view. They want to get to net zero by certain dates and time. So they've really put themselves a little bit of a box because the core of their business is demanding more and more electrons. Most of that electricity, about 60%, wants to come from nat gas, bec