I recently caught up with a former co-worker who is working on an energy storage project. He's been facing some delays due to government approvals. During a meeting with a government official, it was suggested that he collaborate with a specific data center developer that is expanding into Canada. There are currently three applications submitted to the AESO (Alberta Electric System Operator) system.

Following the advice, my friend reached out to the CEO of the AI data center company. They had a productive conversation about how his company could support future projects. What I found shocking is the absolute scale of these proposed AI data computing centers. They are going to be massivly large, each spanning 600 acres and requiring a sustained power load of 400 MWh. The projected cost of each data center is 4 billion dollars. Poet is in the right place at the right time.... I truely had no concept of how massive AI couputing is projected to become. I stopped telling people about this stock a long time ago. Im temped to tell friends about it again ... Still a little gun shy.