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9 Ventures
@ThematicTrader
Portfolio Manager | I sit 1x1 w/ C-Suite execs & bring the alpha back to retail. Deep fundamentals + leading HTF charts | Physical AI | AI Infra | Power | Semis
Joined August 2020
176 Following    15.6K Followers
$FCEL is the named fuel cell partner for the entire Newport Township Data Center Project and the project is putting forth 1,386 ACRES of former mining land for this project. The Fit Energy contract maxes out at 380 MW, but this project might support GW scale fuel cells. I am estimating the Newport Project could support 1.2 GW of IT load (0.85 - 1.5 GW range). Further information: Back on August 10, Newport Township says zoning permits were issued for 15 data center buildings as well as three gas-fueled power plants.
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