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Peter Nilsen

Dec 5, 2025

Scott KlevinaMODERATOR
17:14
But, like, how do you, how do you think about risk right now? And which ones worry you the most?
17:18
You know, in, in general, Generate is a- an infrastructure investor.
17:22
We typically, in the three phases that Allison laid out, we are in phase three where it's most natural for us to come in at notice to proceed of construction and after, which means that we're used to having all of the permits and the interconnection and the procurement plan, uh, pretty well teed up.
17:37
So, when you, when you're building then a data center and an energy project at the same time, the biggest new risk that comes on is ensuring that the data center load will arrive, number one, binary, it will arrive.
17:50
And number two, it'll arrive on time.
17:53
And so what that means is for us to sort of grant notice to proceed.
17:58
Um, we're looking for an executed customer-tenant agreement between the data center developer and the, uh, the hyperscaler or, or the retail customers, right? So, that's a new piece that we typically haven't had to go through before.

5 MINS LATER

Scott KlevinaMODERATOR
23:20
Peter?

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