Same diner. Same T-Ray. Word breaks that a hyperscale data center campus has been announced for central Louisiana outside Alexandria — Cleco territory, an hour and a half from the diner. Boudreaux does the load shock; Thibodaux walks through the ITEP + large-load tariff machinery. T-Ray asks the only question that matters at the counter: *”Dis good for us, or bad for us, podna?”* Thibodaux’s honest answer — *”Depend who write da rider, cher. And we ain’t writin’ it.”* — lands the punchline.
Tag: hyperscaler
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.