WEBVTT

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<v Sarah>Same <00:00:00.222>headline — <00:00:01.107>water — <00:00:01.977>across <00:00:02.360>three <00:00:02.640>states, <00:00:03.340>and <00:00:03.807>three <00:00:03.913>completely <00:00:04.672>different <00:00:05.020>answers <00:00:05.467>to <00:00:05.552>what <00:00:05.733>to <00:00:05.893>do <00:00:06.053>about <00:00:06.400>it.

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<v Sarah>If <00:00:08.170>you're <00:00:08.284>catching <00:00:08.720>up: <00:00:09.107>local <00:00:09.904>data <00:00:10.206>center <00:00:10.560>pushback <00:00:11.240>has <00:00:11.413>moved <00:00:11.728>from <00:00:12.000>vague <00:00:12.464>load-growth <00:00:13.110>worries <00:00:13.760>to <00:00:14.149>actual <00:00:14.629>county-level <00:00:15.440>controls.

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<v Sarah>Doña <00:00:17.100>Ana <00:00:17.349>County <00:00:17.820>flagged <00:00:18.290>Project <00:00:18.710>Jupiter <00:00:19.280>as <00:00:19.500>out <00:00:19.733>of <00:00:19.891>compliance <00:00:20.448>over <00:00:20.693>water <00:00:21.029>supply

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<v Sarah>De <00:00:22.200>Soto <00:00:22.536>residents <00:00:23.086>pushed <00:00:23.440>back <00:00:23.813>after <00:00:24.120>a <00:00:24.210>project <00:00:24.630>doubled <00:00:25.152>from <00:00:25.300>its <00:00:25.410>initial <00:00:25.840>designs

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<v Sarah>and <00:00:27.100>Dubuque <00:00:27.488>officials <00:00:27.970>started <00:00:28.370>testing <00:00:28.793>ordinances <00:00:29.566>around <00:00:29.880>a <00:00:29.984>site <00:00:30.272>with <00:00:30.440>a <00:00:30.580>big <00:00:30.960>one-time <00:00:31.580>cooling-water <00:00:32.336>need.

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<v Matt>This <00:00:33.893>is <00:00:34.040>The <00:00:34.224>Data <00:00:34.526>Center <00:00:34.867>Daily.

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<v Matt>Today — <00:00:36.440>a <00:00:36.537>county <00:00:36.920>writing <00:00:37.265>safeguards <00:00:37.960>while <00:00:38.213>it <00:00:38.366>courts <00:00:38.680>a <00:00:38.770>cooling-tower <00:00:39.507>maker

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<v Matt>a <00:00:40.450>federal <00:00:40.869>agency <00:00:41.360>greasing <00:00:41.860>the <00:00:41.976>discharge <00:00:42.544>pipe <00:00:42.848>into <00:00:43.088>Lake <00:00:43.360>Erie

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<v Matt>and <00:00:44.391>Nebraska <00:00:45.637>slamming <00:00:45.870>the <00:00:46.010>door <00:00:46.390>for <00:00:46.610>a <00:00:46.746>year.

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<v Matt>Grimes <00:00:48.376>County <00:00:48.730>first.

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<v Sarah>From <00:00:50.725>Jamisyn <00:00:51.212>Baker <00:00:51.598>at <00:00:51.865>KBTX:

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<v Quote>At <00:00:53.506>the <00:00:53.706>9 <00:00:53.986>a.m. <00:00:54.326>regular <00:00:54.786>meeting <00:00:55.119>of <00:00:55.246>the <00:00:55.359>Grimes <00:00:55.752>County <00:00:56.072>Commissioners <00:00:56.719>Court <00:00:57.093>at <00:00:57.386>270 <00:00:58.266>FM <00:00:58.666>149 <00:00:59.546>W <00:00:59.786>in <00:00:59.999>Anderson

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<v Quote>commissioners <00:01:01.346>are <00:01:01.514>scheduled <00:01:01.999>to <00:01:02.154>vote <00:01:02.373>on <00:01:02.466>a <00:01:02.564>resolution <00:01:03.197>supporting <00:01:03.826>“responsible <00:01:04.650>data <00:01:04.963>center <00:01:05.366>and <00:01:05.611>associated <00:01:06.321>technologies <00:01:07.033>development <00:01:07.613>while

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<v Quote>protecting <00:01:08.486>natural <00:01:08.978>resources

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<v Quote>and <00:01:09.906>the <00:01:10.082>interests <00:01:10.613>of <00:01:10.733>Texas <00:01:11.119>communities.” <00:01:12.106>In <00:01:12.632>simple <00:01:12.986>terms

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<v Quote>the <00:01:13.684>resolution <00:01:14.330>says <00:01:14.639>Grimes <00:01:15.032>County <00:01:15.368>supports <00:01:15.906>new <00:01:16.073>development

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<v Quote>including <00:01:17.359>large-scale <00:01:18.010>data <00:01:18.326>centers <00:01:18.766>and <00:01:18.876>related <00:01:19.284>technology <00:01:19.937>projects

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<v Quote>but <00:01:20.959>wants <00:01:21.279>guardrails <00:01:21.893>to <00:01:22.006>protect <00:01:22.458>what <00:01:22.642>residents <00:01:23.196>already <00:01:23.615>depend <00:01:24.079>on.

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<v Sarah>Grimes <00:01:25.095>County <00:01:25.347>Commissioners <00:01:26.008>Court <00:01:26.789>Wednesday <00:01:27.301>at <00:01:27.541>9 <00:01:27.861>a.m.

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<v Sarah>Item <00:01:29.221>19 <00:01:29.728>on <00:01:29.801>the <00:01:29.952>agenda — <00:01:31.261>a <00:01:31.497>resolution <00:01:31.921>backing <00:01:32.461>quote <00:01:33.181>“responsible <00:01:34.005>data <00:01:34.307>center <00:01:34.641>development <00:01:35.354>while <00:01:35.679>protecting <00:01:36.311>natural <00:01:36.749>resources.” <00:01:38.465>And <00:01:38.541>right <00:01:38.805>next

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<v Sarah>to <00:01:39.221>it <00:01:39.909>incentive <00:01:40.408>talks <00:01:40.789>with <00:01:41.061>EVAPCO.

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<v Sarah>So <00:01:42.645>this <00:01:42.954>court <00:01:43.301>is <00:01:43.501>writing <00:01:43.848>water-use <00:01:44.554>guardrails <00:01:45.381>and, <00:01:45.994>in <00:01:46.121>the <00:01:46.245>very <00:01:46.581>same <00:01:46.961>meeting, <00:01:47.589>courting <00:01:47.901>the <00:01:48.081>company.

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<v Sarah>That's <00:01:49.501>the <00:01:49.681>tension <00:01:50.181>I <00:01:50.293>want <00:01:50.448>to <00:01:50.561>sit <00:01:50.821>with.

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<v Matt>Writing <00:01:52.781>the <00:01:52.981>rulebook <00:01:53.661>and <00:01:54.071>handing <00:01:54.481>out <00:01:54.681>the <00:01:54.789>incentive <00:01:55.274>check <00:01:55.568>in <00:01:55.661>the <00:01:55.877>same <00:01:56.325>nine-o'clock <00:01:57.041>session.

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<v Matt>That's <00:01:58.545>shopping <00:01:58.917>with <00:01:59.021>a <00:01:59.130>coupon <00:01:59.581>you <00:01:59.751>printed <00:02:00.163>yourself <00:02:00.801>and <00:02:01.271>calling <00:02:01.648>it <00:02:01.781>caution.

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<v Matt>And <00:02:03.269>read <00:02:03.501>the <00:02:03.678>actual <00:02:04.110>language — <00:02:05.093>they <00:02:05.278>oppose <00:02:05.685>high-volume <00:02:06.501>potable-water <00:02:07.271>cooling <00:02:07.674>in <00:02:07.828>constrained <00:02:08.434>areas <00:02:09.015>unless <00:02:09.728>there's <00:02:09.981>a <00:02:10.074>sustainable <00:02:10.725>long-term

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<v Matt>supply. <00:02:12.851>EVAPCO <00:02:13.368>does <00:02:13.693>evaporative <00:02:14.334>cooling.

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<v Matt>So <00:02:15.484>the <00:02:15.597>guardrail <00:02:16.171>lands <00:02:16.557>right <00:02:16.851>on <00:02:16.924>the <00:02:17.064>guy <00:02:17.324>you're <00:02:17.524>negotiating <00:02:18.248>with.

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<v Sarah>This <00:02:19.277>is <00:02:19.411>where <00:02:19.564>the <00:02:19.686>backlash <00:02:20.237>story's <00:02:20.616>been <00:02:20.847>headed — <00:02:21.757>Grimes <00:02:22.157>moved <00:02:22.472>from <00:02:22.720>residents <00:02:23.264>complaining <00:02:23.731>in <00:02:23.841>public <00:02:24.254>comment <00:02:24.904>to <00:02:25.277>an <00:02:25.453>actual <00:02:25.929>resolution <00:02:26.637>on <00:02:26.764>the

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<v Sarah>docket. <00:02:27.554>Whether <00:02:28.211>it <00:02:28.344>has <00:02:28.651>teeth <00:02:29.064>or <00:02:29.251>it's <00:02:29.432>just <00:02:29.664>a <00:02:29.744>press <00:02:30.004>release, <00:02:30.664>we'll <00:02:31.112>know <00:02:31.357>by <00:02:31.504>the <00:02:31.677>water-supply <00:02:32.344>clause.

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<v Sarah>From <00:02:33.918>Nikshep <00:02:34.338>Myle <00:02:34.711>at <00:02:34.898>Gadget <00:02:35.287>Review:

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<v Quote>Ohio’s <00:02:37.873>draft <00:02:38.190>blanket <00:02:38.597>permit <00:02:38.980>would <00:02:39.220>let <00:02:39.404>data <00:02:39.710>centers <00:02:40.108>discharge <00:02:40.620>biocide-laced

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<v Quote>heated <00:02:41.967>water <00:02:42.348>into <00:02:42.588>Lake <00:02:42.860>Erie <00:02:43.212>with <00:02:43.447>no <00:02:43.724>site-specific <00:02:44.529>review - <00:02:45.980>Ohio’s <00:02:46.447>draft <00:02:46.849>permit <00:02:47.460>OHD000001 <00:02:50.807>replaces <00:02:51.711>individualized <00:02:52.520>reviews <00:02:52.988>with <00:02:53.240>one <00:02:53.480>blanket

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<v Quote>statewide <00:02:54.620>NPDES <00:02:55.420>permit.

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<v Quote>- <00:02:56.900>Cooling-tower <00:02:57.640>discharges <00:02:58.207>carry <00:02:58.620>biocides, <00:02:59.620>heavy <00:02:59.889>metals, <00:03:00.673>PFAS, <00:03:01.380>and <00:03:01.550>thermal <00:03:01.967>loads <00:03:02.350>harming <00:03:02.760>aquatic <00:03:03.244>life.

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<v Sarah>Now <00:03:04.227>flip <00:03:04.536>to <00:03:04.771>Ohio.

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<v Sarah>Every <00:03:06.296>other <00:03:06.616>local <00:03:06.936>fight <00:03:07.235>this <00:03:07.427>week <00:03:07.723>has <00:03:07.875>been <00:03:08.043>a <00:03:08.138>jurisdiction <00:03:08.853>pumping <00:03:09.223>the <00:03:09.352>brakes — <00:03:10.263>but <00:03:10.435>Ohio <00:03:11.023>EPA <00:03:11.523>is <00:03:11.727>drafting <00:03:12.163>a <00:03:12.293>blanket <00:03:12.712>permit <00:03:13.155>that <00:03:13.331>lets <00:03:13.587>data

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<v Sarah>centers <00:03:14.395>discharge <00:03:15.176>biocide-laced

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<v Sarah>heated <00:03:17.013>cooling <00:03:17.430>water <00:03:17.827>into <00:03:18.131>Lake <00:03:18.403>Erie <00:03:18.819>with <00:03:19.310>no <00:03:19.603>site-specific <00:03:20.552>review.

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<v Matt>A <00:03:21.683>blanket <00:03:22.323>permit.

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<v Matt>So <00:03:23.630>no <00:03:23.905>operator <00:03:24.443>has <00:03:24.616>to <00:03:24.803>sit <00:03:25.123>down <00:03:25.483>and <00:03:25.673>explain <00:03:26.227>what's <00:03:26.590>in <00:03:26.663>the <00:03:26.790>water <00:03:27.150>at <00:03:27.243>their <00:03:27.523>site — <00:03:28.343>the <00:03:28.470>state <00:03:28.883>pre-approves <00:03:29.643>the <00:03:29.803>whole <00:03:30.083>class <00:03:30.547>into <00:03:30.843>a <00:03:30.936>Great <00:03:31.283>Lake.

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<v Sarah>That's <00:03:32.453>the <00:03:32.547>mechanism: <00:03:33.587>site-agnostic.

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<v Sarah>One <00:03:35.510>draft <00:03:35.900>permit <00:03:36.287>covering <00:03:36.723>discharges <00:03:37.432>nobody <00:03:37.883>has <00:03:38.063>modeled <00:03:38.553>project <00:03:39.096>by <00:03:39.293>project — <00:03:41.281>individually.

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<v Matt>And <00:03:42.003>it's <00:03:42.243>heated <00:03:42.563>water <00:03:42.963>on <00:03:43.203>top <00:03:43.470>of <00:03:43.543>the <00:03:43.683>biocides.

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<v Matt>You <00:03:45.187>warm <00:03:45.543>a <00:03:45.683>lake, <00:03:46.203>you <00:03:46.392>change <00:03:46.835>what <00:03:47.016>lives <00:03:47.310>in <00:03:47.443>it.

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<v Matt>Who's <00:03:48.584>the <00:03:48.697>operator <00:03:49.156>that <00:03:49.364>eats <00:03:49.737>it <00:03:49.876>when <00:03:50.024>the <00:03:50.164>algae <00:03:50.617>bloom <00:03:50.937>shows <00:03:51.257>up <00:03:51.424>two <00:03:51.654>summers <00:03:52.036>from <00:03:52.244>now?

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<v Matt>Nobody <00:03:53.497>named <00:03:53.791>in <00:03:53.892>this <00:03:54.141>permit, <00:03:54.772>that's <00:03:55.084>who.

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<v Sarah>Set <00:03:55.972>that <00:03:56.212>next <00:03:56.431>to <00:03:56.504>the <00:03:56.617>Grimes <00:03:57.090>County <00:03:57.428>item <00:03:57.711>we <00:03:57.828>just <00:03:58.244>hit — <00:03:58.884>a <00:03:59.010>county <00:03:59.324>writing <00:03:59.669>safeguards <00:04:00.364>while <00:04:00.591>it <00:04:00.701>courts <00:04:01.124>EVAPCO.

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<v Sarah>Same <00:04:02.617>industry, <00:04:03.164>but <00:04:03.324>the <00:04:03.513>arrows <00:04:03.977>point <00:04:04.306>opposite <00:04:04.900>ways: <00:04:05.751>local <00:04:06.128>government <00:04:06.615>tightening, <00:04:07.494>federal-adjacent <00:04:08.484>agency <00:04:09.044>loosening.

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<v Sarah>From <00:04:10.798>Harrison <00:04:11.289>Mantas <00:04:11.838>at <00:04:12.009>Fort <00:04:12.305>Worth <00:04:12.569>Star-Telegram:

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<v Quote>A <00:04:14.239>package <00:04:14.572>of <00:04:14.732>proposed <00:04:15.219>regulations <00:04:15.932>on <00:04:16.119>new <00:04:16.423>data <00:04:16.725>center <00:04:17.046>development <00:04:17.612>in <00:04:17.767>Fort <00:04:18.052>Worth <00:04:18.567>will <00:04:18.819>not <00:04:19.039>get <00:04:19.199>a <00:04:19.303>vote <00:04:19.612>at <00:04:19.739>the <00:04:19.859>Aug.

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<v Quote>11 <00:04:20.647>City <00:04:20.889>Council <00:04:21.279>meeting, <00:04:21.839>a <00:04:21.927>city <00:04:22.168>spokesperson <00:04:22.807>said <00:04:23.052>in <00:04:23.199>a <00:04:23.303>text <00:04:23.609>message <00:04:24.012>to <00:04:24.139>the <00:04:24.247>Star-Telegram.

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<v Quote>The <00:04:25.767>City <00:04:26.009>Council <00:04:26.391>will <00:04:26.589>instead <00:04:27.159>only <00:04:27.532>consider <00:04:28.029>updates <00:04:28.546>to <00:04:28.639>the <00:04:28.807>city’s <00:04:29.132>rules <00:04:29.445>around <00:04:29.783>data <00:04:30.085>center <00:04:30.412>water <00:04:30.779>use <00:04:31.159>after <00:04:31.607>City <00:04:31.859>Manager <00:04:32.359>Jay <00:04:32.652>Chapa <00:04:33.193>pulled

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<v Quote>agenda <00:04:33.866>items <00:04:34.243>covering <00:04:34.668>zoning

55
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<v Quote>noise <00:04:36.059>and <00:04:36.181>economic <00:04:36.719>development <00:04:37.217>agreements

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<v Quote>city <00:04:38.328>spokesperson <00:04:38.999>Sana <00:04:39.399>Syed <00:04:39.767>said <00:04:39.986>in <00:04:40.119>a <00:04:40.279>text.

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<v Sarah>So <00:04:41.127>the <00:04:41.307>Aug.

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<v Sarah>11 <00:04:42.127>vote <00:04:42.491>everyone <00:04:42.887>was <00:04:43.069>watching — <00:04:43.987>the <00:04:44.127>zoning, <00:04:44.707>the <00:04:44.834>noise <00:04:45.224>limits, <00:04:45.667>the <00:04:45.789>economic <00:04:46.327>development <00:04:46.854>agreements — <00:04:47.951>City <00:04:48.257>Manager <00:04:48.687>Jay <00:04:48.980>Chapa <00:04:49.544>pulled <00:04:49.967>all <00:04:50.260>of <00:04:50.447>it.

59
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<v Sarah>Yesterday <00:04:51.587>the <00:04:51.707>process <00:04:52.167>was <00:04:52.383>live, <00:04:53.119>with <00:04:53.311>both <00:04:53.631>city <00:04:53.927>and <00:04:54.116>county <00:04:54.580>drafting <00:04:55.080>ordinances; <00:04:56.220>today <00:04:56.767>it's <00:04:57.060>formally <00:04:57.557>stalled.

60
00:04:58.671 --> 00:05:03.487
<v Matt>Wait — <00:04:59.624>pulled <00:05:00.034>after <00:05:00.407>the <00:05:00.584>zoning <00:05:00.963>commission <00:05:01.387>already <00:05:01.860>voted <00:05:02.187>against <00:05:02.656>recommending <00:05:03.300>it?

61
00:05:03.631 --> 00:05:08.607
<v Matt>That's <00:05:04.327>the <00:05:04.504>second <00:05:05.007>no <00:05:05.380>in <00:05:05.527>under <00:05:05.767>a <00:05:05.887>week. <00:05:06.403>Somebody <00:05:07.387>got <00:05:07.663>loud.

62
00:05:08.627 --> 00:05:09.647
<v Sarah>Not <00:05:08.723>everything's <00:05:09.311>dead.

63
00:05:09.767 --> 00:05:11.647
<v Sarah>The <00:05:10.184>pieces <00:05:10.559>that <00:05:10.747>survive <00:05:11.247>Aug.

64
00:05:11.887 --> 00:05:20.561
<v Sarah>11 <00:05:12.187>are <00:05:12.387>the <00:05:12.514>water-use <00:05:13.167>rules, <00:05:13.987>the <00:05:14.100>water <00:05:14.417>loading <00:05:14.834>study, <00:05:15.707>and <00:05:15.927>a <00:05:16.031>vote <00:05:16.340>on <00:05:16.487>whether <00:05:16.820>to <00:05:16.991>even <00:05:17.327>start <00:05:17.767>the <00:05:17.944>months-long <00:05:18.667>moratorium <00:05:19.417>process.

65
00:05:20.561 --> 00:05:26.287
<v Matt>So <00:05:20.907>the <00:05:21.127>piece <00:05:21.359>they <00:05:21.567>kept <00:05:21.940>is <00:05:22.087>the <00:05:22.247>piece <00:05:22.479>that <00:05:22.687>asks <00:05:23.087>how <00:05:23.375>much <00:05:23.594>of <00:05:23.711>Fort <00:05:24.007>Worth's <00:05:24.354>water <00:05:24.767>a <00:05:24.911>data <00:05:25.215>hall <00:05:25.487>drinks.

66
00:05:26.944 --> 00:05:29.368
<v Matt>Good. <00:05:27.264>That's <00:05:27.748>the <00:05:27.848>one <00:05:28.008>I'd <00:05:28.235>fight <00:05:28.421>to <00:05:28.576>keep <00:05:28.848>too.

67
00:05:29.368 --> 00:05:38.288
<v Sarah>Line <00:05:29.920>that <00:05:30.101>up <00:05:30.248>against <00:05:30.548>the <00:05:30.704>Ohio <00:05:31.208>EPA <00:05:31.625>permit <00:05:32.021>we <00:05:32.176>just <00:05:32.548>hit — <00:05:33.248>one <00:05:33.538>federal <00:05:33.979>agency <00:05:34.588>greasing <00:05:35.108>the <00:05:35.224>discharge <00:05:35.808>skids <00:05:36.488>while <00:05:36.752>Fort <00:05:37.048>Worth <00:05:37.301>is <00:05:37.454>making <00:05:37.779>developers

68
00:05:38.355 --> 00:05:40.208
<v Sarah>prove <00:05:38.728>their <00:05:39.008>draw <00:05:39.435>first.

69
00:05:41.118 --> 00:05:43.678
<v Sarah>Here's <00:05:41.411>Brian <00:05:41.747>Foster <00:05:42.238>at <00:05:42.478>When <00:05:42.851>In <00:05:42.990>Your <00:05:43.211>State:

70
00:05:44.022 --> 00:05:49.942
<v Quote>Seward <00:05:44.388>County <00:05:44.708>commissioners <00:05:45.369>voted <00:05:45.762>Tuesday <00:05:46.235>to <00:05:46.392>approve <00:05:46.822>a <00:05:47.062>12-month <00:05:47.522>moratorium <00:05:48.342>on <00:05:48.566>data <00:05:48.856>center <00:05:49.111>construction

71
00:05:49.992 --> 00:05:54.102
<v Quote>permits <00:05:50.522>and <00:05:50.632>special-use <00:05:51.364>requests <00:05:51.908>within <00:05:52.222>the <00:05:52.376>county’s <00:05:52.729>local <00:05:53.110>authority.

72
00:05:54.122 --> 00:05:57.302
<v Quote>The <00:05:54.240>resolution <00:05:54.879>passed <00:05:55.282>unanimously <00:05:55.982>among <00:05:56.222>commissioners <00:05:56.792>present

73
00:05:57.350 --> 00:05:58.822
<v Quote>with <00:05:57.582>two <00:05:57.752>members <00:05:58.159>absent

74
00:05:58.868 --> 00:06:05.782
<v Quote>giving <00:05:59.188>county <00:05:59.502>leaders <00:05:59.830>time <00:06:00.102>to <00:06:00.315>draft <00:06:00.662>rules <00:06:01.119>before <00:06:01.502>new <00:06:01.684>projects <00:06:02.246>move <00:06:02.532>through <00:06:02.762>the <00:06:02.868>review <00:06:03.212>process <00:06:03.750>with <00:06:04.006>more <00:06:04.329>local <00:06:04.715>guidance <00:06:05.169>in <00:06:05.302>place.

75
00:06:06.219 --> 00:06:13.339
<v Sarah>Seward <00:06:06.585>County <00:06:07.170>Nebraska — <00:06:08.099>commissioners <00:06:08.686>voted <00:06:09.079>Tuesday <00:06:09.539>for <00:06:09.739>a <00:06:09.876>twelve-month <00:06:10.619>moratorium <00:06:11.499>on <00:06:11.723>data <00:06:12.013>center <00:06:12.274>construction

76
00:06:13.409 --> 00:06:15.739
<v Sarah>permits <00:06:14.179>and <00:06:14.349>special-use <00:06:15.019>requests.

77
00:06:16.432 --> 00:06:19.019
<v Sarah>Unanimous <00:06:16.899>among <00:06:17.139>those <00:06:17.399>present, <00:06:18.119>two <00:06:18.390>absent.

78
00:06:19.199 --> 00:06:23.179
<v Sarah>And <00:06:19.771>here's <00:06:19.999>the <00:06:20.099>clean <00:06:20.379>part: <00:06:21.152>it's <00:06:21.319>a <00:06:21.403>hard <00:06:21.728>freeze <00:06:22.155>with <00:06:22.259>a <00:06:22.366>clock <00:06:22.752>on <00:06:22.939>it.

79
00:06:23.806 --> 00:06:30.625
<v Sarah>An <00:06:23.899>actual <00:06:24.486>pause, <00:06:25.232>up <00:06:25.392>to <00:06:25.539>a <00:06:25.659>year, <00:06:26.331>that <00:06:26.512>lifts <00:06:26.846>early <00:06:27.259>only <00:06:27.632>if <00:06:27.759>the <00:06:27.863>planning <00:06:28.259>board <00:06:28.512>finishes <00:06:28.979>writing <00:06:29.326>rules <00:06:29.739>first.

80
00:06:30.625 --> 00:06:38.779
<v Matt>Finally <00:06:31.721>somebody <00:06:32.283>says <00:06:32.579>the <00:06:32.766>quiet <00:06:33.179>part <00:06:33.559>out <00:06:33.851>loud — <00:06:34.939>we <00:06:35.119>don't <00:06:35.387>know <00:06:35.627>what <00:06:35.859>these <00:06:36.116>things <00:06:36.539>do <00:06:36.779>to <00:06:36.999>our <00:06:37.232>water <00:06:37.559>and <00:06:37.759>our <00:06:37.912>power

81
00:06:38.832 --> 00:06:41.099
<v Matt>so <00:06:38.996>nobody <00:06:39.408>builds <00:06:39.867>till <00:06:40.112>we <00:06:40.253>figure <00:06:40.512>it <00:06:40.719>out.

82
00:06:42.011 --> 00:06:43.179
<v Matt>That's <00:06:42.159>the <00:06:42.276>honest <00:06:42.679>version.

83
00:06:43.291 --> 00:06:50.659
<v Matt>Meanwhile, <00:06:44.752>Grimes <00:06:45.168>County <00:06:45.632>is <00:06:45.785>voting <00:06:46.139>on <00:06:46.372>safeguards <00:06:47.199>and <00:06:47.549>talking <00:06:47.979>EVAPCO <00:06:48.597>incentives <00:06:49.206>in <00:06:49.299>the <00:06:49.483>same <00:06:49.835>room.

84
00:06:50.879 --> 00:07:01.179
<v Matt>A <00:06:51.166>rural <00:06:51.568>county <00:06:52.032>in <00:06:52.210>Nebraska <00:06:52.886>is <00:06:53.166>doing <00:06:53.555>administratively <00:06:54.619>what <00:06:54.979>a <00:06:55.099>utility <00:06:55.723>does <00:06:56.011>with <00:06:56.179>a <00:06:56.310>tariff — <00:06:57.323>draw <00:06:57.619>a <00:06:57.755>line, <00:06:58.606>study <00:06:58.959>the <00:06:59.083>load <00:06:59.419>impact, <00:07:00.251>then <00:07:00.470>decide.

85
00:07:01.339 --> 00:07:04.481
<v Matt>The <00:07:01.867>grid <00:07:02.116>people <00:07:02.499>would <00:07:02.763>love <00:07:03.067>more <00:07:03.312>of <00:07:03.499>this.

86
00:07:04.481 --> 00:07:12.940
<v Sarah>That's <00:07:05.700>the <00:07:06.007>OG&amp;E <00:07:06.764>move, <00:07:07.188>basically — <00:07:08.202>Oklahoma's <00:07:08.860>75-megawatt <00:07:09.967>large-load <00:07:10.609>tariff, <00:07:11.384>November <00:07:11.788>rate <00:07:12.051>decision.

87
00:07:13.388 --> 00:07:15.740
<v Sarah>Same <00:07:13.500>anxiety, <00:07:14.252>different <00:07:14.598>instrument.

88
00:07:15.802 --> 00:07:18.700
<v Sarah>Nebraska <00:07:16.364>just <00:07:16.660>skipped <00:07:16.960>the <00:07:17.084>paperwork <00:07:17.680>and <00:07:17.800>hit <00:07:18.000>the <00:07:18.140>brakes.

89
00:07:19.465 --> 00:07:21.305
<v Sarah>This <00:07:19.665>one's <00:07:19.897>from <00:07:20.078>BusinessInfoMedia:

90
00:07:23.595 --> 00:07:25.035
<v Quote>Over <00:07:23.875>the <00:07:24.027>next <00:07:24.219>four <00:07:24.532>months

91
00:07:25.075 --> 00:07:34.395
<v Quote>the <00:07:25.235>company <00:07:25.575>expects <00:07:26.048>to <00:07:26.208>scale <00:07:26.515>its <00:07:26.742>AI <00:07:27.022>cloud <00:07:27.515>to <00:07:27.867>more <00:07:28.043>than <00:07:28.315>40,000 <00:07:29.012>NVIDIA <00:07:29.422>Blackwell <00:07:30.075>GPUs <00:07:30.835>and <00:07:31.248>to <00:07:31.412>around <00:07:31.835>85,000 <00:07:32.763>GPUs <00:07:33.355>by <00:07:33.535>the <00:07:33.635>end <00:07:33.782>of <00:07:33.867>this <00:07:34.035>financial

92
00:07:34.459 --> 00:07:36.555
<v Quote>year. <00:07:35.155>Yotta <00:07:35.835>cofounder

93
00:07:36.599 --> 00:07:45.915
<v Quote>managing <00:07:36.999>director <00:07:37.415>and <00:07:37.755>CEO <00:07:38.295>Sunil <00:07:38.728>Gupta <00:07:39.307>told <00:07:39.835>Inc42 <00:07:40.715>nearly <00:07:41.255>all <00:07:41.488>of <00:07:41.627>this <00:07:41.815>new <00:07:42.135>GPU <00:07:42.606>deployment <00:07:43.248>is <00:07:43.542>being <00:07:43.732>driven <00:07:44.128>by <00:07:44.281>international <00:07:44.947>customers <00:07:45.675>and

94
00:07:45.968 --> 00:07:52.395
<v Quote>enterprises <00:07:46.587>that <00:07:46.735>are <00:07:46.835>willing <00:07:47.142>to <00:07:47.275>sign <00:07:47.655>billion-dollar <00:07:48.467>contracts <00:07:49.275>if <00:07:49.648>delivery <00:07:50.115>can <00:07:50.288>be <00:07:50.453>guaranteed <00:07:51.069>within <00:07:51.323>four <00:07:51.568>to <00:07:51.723>five <00:07:51.972>months.

95
00:07:52.831 --> 00:08:01.551
<v Sarah>Yotta's <00:07:53.261>putting <00:07:53.521>numbers <00:07:53.898>on <00:07:53.971>the <00:07:54.098>table — <00:07:55.151>40,000 <00:07:55.938>Blackwell <00:07:56.575>GPUs <00:07:57.220>inside <00:07:57.695>four <00:07:58.020>months, <00:07:58.831>85,000 <00:07:59.924>by <00:08:00.071>the <00:08:00.231>end <00:08:00.378>of <00:08:00.451>the <00:08:00.568>fiscal <00:08:00.991>year.

96
00:08:01.631 --> 00:08:12.337
<v Sarah>And <00:08:01.891>the <00:08:02.004>customer <00:08:02.511>mix <00:08:02.831>just <00:08:03.201>flipped: <00:08:04.231>70% <00:08:04.813>domestic <00:08:05.359>back <00:08:05.578>in <00:08:05.711>February <00:08:06.484>to <00:08:06.911>75% <00:08:07.922>international <00:08:08.691>now, <00:08:09.159>targeting <00:08:10.191>90-to-10 <00:08:11.044>by <00:08:11.199>year-end.

97
00:08:12.337 --> 00:08:17.711
<v Matt>So <00:08:12.644>India <00:08:12.964>built <00:08:13.279>this <00:08:13.511>thing <00:08:13.764>to <00:08:13.924>serve <00:08:14.271>Sarvam <00:08:14.964>AI <00:08:15.531>and <00:08:16.111>IIT <00:08:16.671>Bombay

98
00:08:17.731 --> 00:08:19.311
<v Matt>the <00:08:17.827>training <00:08:18.159>workloads <00:08:18.580>finish

99
00:08:19.351 --> 00:08:24.431
<v Matt>and <00:08:19.571>now <00:08:19.931>the <00:08:20.239>GPUs <00:08:20.831>go <00:08:21.044>to <00:08:21.191>whoever <00:08:21.567>pays <00:08:22.031>50% <00:08:22.735>more <00:08:23.080>overseas.

100
00:08:24.902 --> 00:08:27.211
<v Matt>Domestic <00:08:25.062>ambition <00:08:25.771>was <00:08:26.211>the <00:08:26.335>down <00:08:26.651>payment.

101
00:08:27.211 --> 00:08:33.231
<v Sarah>That's <00:08:27.651>the <00:08:27.761>pricing <00:08:28.191>tell — <00:08:28.991>Gupta <00:08:29.455>says <00:08:29.757>international <00:08:30.411>pricing <00:08:30.879>runs <00:08:31.121>roughly <00:08:31.631>50% <00:08:32.420>higher

102
00:08:33.271 --> 00:08:39.231
<v Sarah>and <00:08:33.444>enterprises <00:08:34.063>will <00:08:34.255>sign <00:08:34.581>billion-dollar <00:08:35.543>contracts <00:08:36.351>if <00:08:36.698>he <00:08:36.802>guarantees <00:08:37.373>delivery <00:08:37.924>in <00:08:38.079>four <00:08:38.324>to <00:08:38.479>five <00:08:38.740>months.

103
00:08:39.329 --> 00:08:42.111
<v Sarah>Delivery <00:08:40.178>speed <00:08:40.564>is <00:08:40.711>the <00:08:40.858>whole <00:08:41.084>pitch.

104
00:08:42.151 --> 00:08:44.831
<v Matt>Billion-dollar <00:08:42.823>contracts <00:08:43.503>they'll <00:08:43.791>sign <00:08:44.138>if <00:08:44.231>you <00:08:44.401>deliver.

105
00:08:45.007 --> 00:08:47.311
<v Matt>Call <00:08:45.791>me <00:08:45.967>when <00:08:46.051>the <00:08:46.171>ink's <00:08:46.551>dry.

106
00:08:47.411 --> 00:08:59.791
<v Matt>And <00:08:47.731>the <00:08:47.858>raise <00:08:48.271>is <00:08:48.471>$150 <00:08:49.591>million <00:08:50.463>from <00:08:50.691>non-institutional <00:08:51.887>investors <00:08:52.831>at <00:08:53.031>a <00:08:53.231>37,000 <00:08:54.498>crore <00:08:54.927>valuation — <00:08:56.351>retail <00:08:56.898>money <00:08:57.311>funding <00:08:57.951>a <00:08:58.191>GPU <00:08:58.740>sprint <00:08:59.221>against <00:08:59.751>a

107
00:08:59.855 --> 00:09:01.311
<v Matt>four-month <00:09:00.511>clock.

108
00:09:01.311 --> 00:09:11.711
<v Sarah>Set <00:09:01.759>that <00:09:01.999>next <00:09:02.244>to <00:09:02.371>the <00:09:02.591>Csquare-Brookfield <00:09:03.831>IPO — <00:09:04.871>a <00:09:04.957>public <00:09:05.291>vehicle <00:09:05.751>where <00:09:05.971>the <00:09:06.093>proceeds <00:09:06.623>went <00:09:06.804>to <00:09:06.967>servicing <00:09:07.591>a <00:09:07.751>$734 <00:09:09.001>million <00:09:09.702>revolver <00:09:10.431>and <00:09:10.982>billions <00:09:11.604>in

109
00:09:11.764 --> 00:09:20.351
<v Sarah>securitized <00:09:12.607>debt. <00:09:13.511>Yotta's <00:09:14.151>the <00:09:14.317>mirror <00:09:14.671>image: <00:09:15.239>privately <00:09:16.111>held, <00:09:16.808>racing <00:09:17.213>capacity <00:09:17.764>on <00:09:17.924>fresh <00:09:18.248>equity <00:09:18.631>instead <00:09:18.938>of <00:09:19.035>clipping <00:09:19.481>coupons.

110
00:09:21.315 --> 00:09:26.355
<v Host>If <00:09:21.415>The <00:09:21.539>Data <00:09:21.841>Center <00:09:22.195>Daily <00:09:22.635>helps <00:09:22.855>you <00:09:22.963>stay <00:09:23.222>ahead, <00:09:24.067>take <00:09:24.235>a <00:09:24.321>moment <00:09:24.622>to <00:09:24.731>subscribe <00:09:25.279>wherever <00:09:25.655>you're <00:09:25.979>listening.

111
00:09:26.475 --> 00:09:30.915
<v Host>And <00:09:26.862>if <00:09:26.955>you <00:09:27.175>can, <00:09:27.822>leave <00:09:27.995>a <00:09:28.075>quick <00:09:28.332>review — <00:09:29.262>it <00:09:29.368>helps <00:09:29.662>other <00:09:29.841>people <00:09:30.179>find <00:09:30.455>the <00:09:30.579>show.

112
00:09:31.739 --> 00:09:37.179
<v Host>What <00:09:31.872>we're <00:09:32.103>watching <00:09:32.555>next: <00:09:33.606>Grimes <00:09:33.945>County <00:09:34.253>commissioners <00:09:34.739>are <00:09:34.899>scheduled <00:09:35.286>to <00:09:35.387>vote <00:09:35.627>Wednesday <00:09:36.086>at <00:09:36.166>their <00:09:36.379>9 <00:09:36.699>a.m.

113
00:09:37.219 --> 00:09:40.379
<v Host>meeting <00:09:37.606>on <00:09:37.839>the <00:09:37.946>responsible <00:09:38.539>data-center <00:09:39.139>development <00:09:39.644>resolution.

114
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<v Host>Fort <00:09:41.459>Worth's <00:09:41.796>August <00:09:42.219>11 <00:09:42.519>council <00:09:42.979>meeting <00:09:43.286>is <00:09:43.392>expected <00:09:43.846>to <00:09:43.947>take <00:09:44.192>up <00:09:44.366>water-use <00:09:45.126>rules <00:09:45.799>and <00:09:46.249>whether <00:09:46.486>to <00:09:46.592>start <00:09:46.879>the <00:09:46.999>moratorium <00:09:47.623>approval <00:09:48.069>process.

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<v Host>And <00:09:49.579>Yotta <00:09:49.959>expects <00:09:50.406>to <00:09:50.512>scale <00:09:50.819>its <00:09:51.072>AI <00:09:51.406>cloud <00:09:51.792>to <00:09:51.931>more <00:09:52.091>than <00:09:52.379>40,000 <00:09:53.328>NVIDIA <00:09:53.792>Blackwell <00:09:54.379>GPUs <00:09:55.051>over <00:09:55.199>the <00:09:55.307>next <00:09:55.547>four <00:09:55.796>months.

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<v Host>Links <00:09:57.152>to <00:09:57.312>every <00:09:57.646>story <00:09:58.006>we <00:09:58.107>mentioned <00:09:58.579>are <00:09:58.752>in <00:09:58.879>the <00:09:58.987>show <00:09:59.246>notes, <00:10:00.032>so <00:10:00.166>if <00:10:00.259>one <00:10:00.425>caught <00:10:00.715>your <00:10:00.859>ear, <00:10:01.199>you <00:10:01.299>can <00:10:01.459>dig <00:10:01.632>in <00:10:01.792>there.

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<v Host>That's <00:10:02.879>The <00:10:02.987>Data <00:10:03.225>Center <00:10:03.552>Daily <00:10:03.859>for <00:10:04.072>today.

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<v Host>This <00:10:05.312>is <00:10:05.459>a <00:10:05.549>Lantern <00:10:05.999>Podcast.