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Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08 “Be bold, and mighty forces will come to your aid.” Views expressed are solely my own and not on behalf of my employer.
Joined December 2010
317 Following    8.8K Followers
So even Gemini demand is ripping... what kind of circularity wizardy is this?!?
Google energy chief reveals its SpaceX compute contract is a short-term bridge for "huge" Gemini Enterprise demand, and says Gemini grew from 400 million to 1 billion users in three months “In the case of SpaceX, that’s a very short-term contract because our demand from Gemini Enterprise customers was huge. “We are working in West Memphis, Arkansas, to build our Google-owned-and-operated data center, where we are excited to do the same thing we did in Minnesota: work with our utility in Arkansas, Entergy, to bring customers over $1 billion of energy savings by paying our own way, bringing 600 megawatts of new solar and 350 megawatts of new battery storage onto the system to bring our own generation. “But that takes time. When you have customer demand like we’ve seen for a Gemini product, we had 400 million users in May, and that grew to a billion in August. That’s our fastest-growing Google product ever. “We will sometimes have to use short-term solutions until we get the data center fully connected. But what’s important is that, in the long run, we have a stable energy supply that’s reliable for our customers, and it’s built the right way.”
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