Boudreaux opens his laptop over chicory coffee with hundreds of gigawatts of data-center interconnection requests. Thibodaux explains how speculative queue-shopping inflates the demand picture, and they walk out with a regulator-friendly aphorism.
Tag: AI
Episode 008 — Who Done Bought Dominion?
Same diner, same coffee, same off-panel T-Ray. Word breaks that NextEra has agreed to acquire Dominion in a mostly-stock deal worth ~$400 billion. Boudreaux does the scale-shock; Thibodaux explains the deal is really about a moat around Loudoun County’s Data Center Alley. The closing line lands: “FERC don’t move at silicon speed, podna.”
Episode 006 — Da Cloud Done Took My Electricity, Cher!
A neighbor’s *second* BP&L letter — this one a notice that the wholesale supplier is cutting off retail service to feed data centers. Boudreaux walks T-Ray through the wholesale/retail split. Thibodaux names the hyperscalers. The Lake Tahoe parallel makes it concrete: forty-nine thousand California residents on the Nevada side of the Sierra are getting cut off in May 2027 so NV Energy can serve twelve data centers Google + Apple + Microsoft are building east of Reno. Closing beat: T-Ray asks if BP&L could do the same to *us*; B and T’s hedged non-answer reveals that the bayou’s geography may not protect it either.