Topic: Solar Power

Oracle recently invoked a force majeure clause on a data center project due to energy supply issues involving Bloom Energy fuel cells. Despite these hurdles, Texas has become the leader in U.S. solar deployment, driven by the economic benefits of wind and sun in West Texas. Jason Calacanis predicts the "data center trade" will eventually slow down as energy constraints mount.

The hosts discuss the potential for data centers to utilize stranded energy, such as methane gas currently being flared off in oil fields. This leads to a conversation about personal energy independence in Texas following Winter Storm Uri in 2021. Both hosts share their investments in solar power and whole-house generators to mitigate the unreliability of the state's power grid.