Jan. 8 at 2:36 PM
$GMED Santa Clara is pure pain: two 50MW sites ready, but ~
$450M grid upgrades won’t finish until 2028+… like come on. In an AI land grab, that’s years of dead carry. Behind-the-meter microgrids turn “nice building” into “live compute” while utilities crawl. That’s the whole edge right there 🔥