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Google was planning a $1 billion spend on a data center in Indianapolis. There was enough push back and so I think to
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avoid what would have been an awkward press cycle, Google just pulled it. In this same week, it happened two other
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times. In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft, and in the
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11th hour, Microsoft pulled it. And then in the third example, there was an attempt by an Amazon data center to get
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built near Tucson that I think also was mothball. I do think that this is the beginning of a trend. Why is this
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happening? People are seeing their prices of electricity go up in the local areas where the data centers are being
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built. These hyperscalers need to get these communities on their side. We can't have this narrative that AI may
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take your job away while it's also doubling your electricity price because they're not feeling and seeing the
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abundance that we think that it can offer. We need to figure out how to fix this because you can't have Google,
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Microsoft, and Amazon cancel essential projects that advance this entire sector and economy forward. We're not talking
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about some random fly by night business here. We're talking about three of the five pinnacle horsemen of the AI race. I
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think that we can fix those problems. My idea is you have to use the balance sheet of these big companies and it can
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act as a cushion for a lot of what needs to happen. They can pay higher tariffs for electricity. They can also just
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frankly go and pay for some amount of the electricity bill of these local folks. They could pay for solar and
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storage if they wanted to. There's a plethora of ideas here where they probably are going to need to step into
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market to get folks on their side.