Jan. 4 at 1:12 AM
$TE is utility solar play on AI data center buildout. Not residential. It is not nat gas or oil that is lacking for Data center buildout it is electric capacity and long lead components like turbines backordered years that is lacking to enable techs plans. Oil and nat gas can go to zero and it does not help Tech data center buildout needs. Also data centers are becoming political in urban areas and backlash has started. In Virginia 25% power usage is data centers. The play is rural and build own utility out of site out of mind not affecting consumer power prices. See
$TPL partnering with ex google CEO Schmidt on Bolt energy & data building data centers in TX using nat gas and solar and nuclear, but for next few yrs new ones will need solar as is only one available that can scale fast enough for needs of tech. TE is going to be fully USA vertical integrated Solar from cells to Panels made in TX
https://fortune.com/2026/01/02/eric-schmidt-ai-data-centers-bolt-texas-pacific-land-tpl/