x.com
Travis Kavulla on X: "Calpine's CEO Andrew Novotny gave a provocative speech this week, pushing back on @ERCOT_ISO & utility forecasts of data center growth. He says to expect 5-10 GWs, not 22 GWs forecast by ERCOT (or >70GWs by utes!) Why the difference?🧵" / X
Calpine's CEO Andrew Novotny gave a provocative speech this week, pushing back on @ERCOT_ISO & utility forecasts of data center growth. He says to expect 5-10 GWs, not 22 GWs forecast by ERCOT (or >70GWs by utes!) Why the difference?🧵