@duncan__c We need to push microgrids/batteries and allow for longer outages per customer. +99.999% uptime is expensive and pushing that risk out to the edge would save billions a year.
This is not only correct, it is *obviously* correct. Natural gas is the practical near-term solution to fuel AI.
I'd add another layer: AI is a national security priority. Therefore, U.S. natural gas resources and infrastructure are strategic assets to leverage in the AI race.
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