Ethan W. Anderson(@Ethan_is_online):If you've ever tried earnestly to build a +1GW site, you know that the bottleneck is credit. Capital is "abundant" insofar as there is a lot of money seeking >800 BPS AAA bonds, but if you are not that then you can go pound sand. Nat gas turbines or recips on reasonable timelines are available to anyone with a down payment. Attractive green and brownfield sites are also not in particularly short supply, but did you have the speculative cash to secure your batch 0 status? Likely not without... you guessed it, credit.

2026.09.11 17:22

If you've ever tried earnestly to build a +1GW site, you know that the bottleneck is credit. Capital is "abundant" insofar as there is a lot of money seeking >800 BPS AAA bonds, but if you are not that then you can go pound sand. Nat gas turbines or recips on reasonable timelines are available to anyone with a down payment. Attractive green and brownfield sites are also not in particularly short supply, but did you have the speculative cash to secure your batch 0 status? Likely not without... you guessed it, credit.