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Darpan Kapadia

Jul 7, 2026

7:24
So maybe where are we seeing this having the biggest impact so far?
7:29
Yeah, so the demand is for sure real.
7:33
And the way I like to frame it is that the AI race is a sprint.
7:37
It's not a marathon.
7:38
Time to power matters.
7:40
And so everyone's trying to move very quickly.
7:43
And for a lot of these hyperscalers and data center developers, it's key to their success as a business.

9 MINS LATER

16:55
And so from your perspective, how are you thinking about the opportunity set between buying existing assets and building? And maybe let's start with gas projects and then move on to renewables next.

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