Chairman & CEO @T1Energy Founder Alussa Energy Solar and storage should be made in America
Austin, TX
Joined January 2017
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As CEO of T1 Energy, I had the opportunity to invest anywhere in the world. We chose the United States because of the strong economic climate created by President Trump and his administration.
We look forward to bringing 1,500 new high-paying advanced manufacturing jobs to the great state of Texas.
Yesterday, President Trump was in Texas highlighting the economic success his policies have delivered.
We're proud to be part of that momentum.
T1 is building G2_Austin, an advanced photovoltaic manufacturing facility in Texas, with an estimated 2.1 GW Phase 1 capital expenditure in excess of $500 million. G2_Austin is expected to create an estimated 1,500 high-paying advanced manufacturing jobs with a $120 million payroll in Milam County, Texas, while helping to reshore a critical industry.
This investment would not have been possible without the leadership of President Trump and his administration.
We are investing big in America, because it is the greatest country in the world. 🇺🇸
474 GW in the queue. Just 4.3 GW running.
We need to build the generation, storage, and manufacturing capacity to turn demand into reality. The opportunity is massive, and it's time to build.
Texas just froze new data center permits:
- Its queue went from 63 GW to 474 GW in 18 months, more than 5x record peak demand
- Only 9.5 GW is approved and about 4.3 GW is actually running
- The rest is duplicates, speculation, and developers who have never plugged in a GPU
a16z's @rmcentush on why the grid can't build for that many maybes: a16z.news/p/why-texas-is-mak…
Everyone is talking about how much energy AI will need. The more interesting question: who is going to build all of it?
Solar + batteries are scaling faster than anything else on the grid. The companies that can manufacture and deploy them at scale will build the next generation of energy.
At @T1Energy, we’re building that future right here in Texas.
Solar and batteries are not only becoming the biggest energy sources, they are also becoming hugely lucrative markets.
We will see a consolidation in solar and batteries that will be similar to how Nat Gas consolidated in the late 2010s.
Many new big energy companies will be birthed over the next several years.
Electricity passed oil as the world’s largest source of useful energy in 2007. Today, it powers 34% of global useful energy. More generation is the foundation of energy abundance.
Europe is paying roughly 10X what Texas pays for energy. That isn’t just a price difference. It’s a competitive advantage. Energy security, affordability and economic growth all start with the same thing: Build more energy. Build the value chain. Use your natural advantages.
The U.S. has barely scratched the surface of its solar potential. Let’s build.
Daniel Barcelo retweeted
Solar now generates half as much electricity as combined cycle gas in Texas.
80% of growth in the last year was solar.
Batteries are starting to take off, now providing 20% as much electricity as gas peakers.
The exponential isn't just about solar. It's about what abundant electricity unlocks.
More manufacturing. More AI. More infrastructure. More human ambition.
Everyone wants more electricity. The answer isn't to tell people to use less. It's to build more. America didn't solve the oil crisis by rationing forever. We unlocked more supply.
Now we need to do the same for electricity with solar and batteries. Energy abundance is the goal.
The next AI bottleneck isn’t intelligence. It’s electricity. The countries that build abundant power and the infrastructure to deliver it are going to have a serious advantage in the AI race.
70 GW of annual U.S. solar manufacturing isn’t a moonshot. It’s a manufacturing target. Now we need to keep building the capacity to meet it.
That’s what we’re doing at @T1Energy. G2_Austin is under construction, with the first solar cells expected in Q1 2027.
Build baby build.
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The energy transition isn’t a forecast anymore. It’s where the capital is going. The world is building more energy.
Global energy spending is on track to reach $3.4 trillion in 2026
Around $2.2 trillion of this is set to go to grids, storage, low-emissions fuels, nuclear, renewables, efficiency & electrification
And about $1.2 trillion goes to oil, natural gas & coal: iea.li/4x6k5IT
Texas is going through another brutal summer.
90+ GW record-breaking electricity demand. Triple-digit temperatures. More load coming from manufacturing, AI, and data centers. And yet, we didn’t need a single ERCOT conservation appeal.
Solar and batteries are changing what the Texas grid can do. This is what abundant energy looks like.
We’re closer to a Type I civilization than most people realize. Carl Sagan created a scale for measuring how much energy a civilization can harness. Humanity is around 0.73.
We’ve come a long way. But there’s still a massive gap to Type I. And that gap is the opportunity.
More solar. More batteries. More manufacturing. More energy.
Because energy abundance unlocks everything that comes next: AI, robotics, desalination, space exploration, and a better human existence.
Even oil is just ancient solar energy. The next chapter is capturing solar energy directly, at a scale that is scalable and enduring on a planetary timeline.
Type I isn’t science fiction. It all starts with building more energy.
100%. America can build its own energy future. It starts with factories, technology, supply chains and people willing to build them.
We’re doing it in Texas.
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TX doesn't have to choose between growth and reliability. Just build more energy. That's how you support AI, manufacturing, population growth and the next generation of American industry.
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The bottleneck is power, not compute. Build more energy.
I sell data center capacity for a living. The conversation with customers has changed completely in the last eighteen months.
It used to start with price per kW. Now the first question out of everyone’s mouth is when can you actually give me power, and the honest answer in most major metros is later than you want to hear.
Everyone wants to argue about GPU supply. That is not where the wall is. The wall is a transformer you order today that arrives in three years, a permitting process that answers to a county board, and an interconnection queue with roughly 2,000 gigawatts stacked up in it. PJM ran the numbers on projects that came online last year and the average was over seven years from request to live power. Three years to get an agreement, four more years to actually energize after the agreement was signed.
And this is the easy part. We are nowhere near the peak of this demand curve. There is at least another order of magnitude coming, and the grid that is supposed to absorb it operates on utility capital planning cycles that were designed in a world where load growth was flat for twenty years.
Which is why the orbital compute argument stopped sounding exotic to me sometime around last fall. Up there you get uninterrupted sunlight, you dump heat straight into vacuum instead of running chillers, and there is no zoning hearing, no queue position, no substation to wait on.
Plenty of companies have interesting orbital compute concepts. Only one of them owns the rocket, has the scale, and deeply embedded partnership with Nvidia.
SpaceX filed with the FCC in January to launch and operate up to a million compute satellites, and there is exactly one launch provider on Earth with the cadence and the cost structure to make that number anything other than a press release. Starship is the reason this is an infrastructure plan and not a science project.
The constraint on the ground is the grid. The constraint in orbit is mass to LEO. SpaceX is the only company that has solved the second one.
$SPCX
ERCOT is setting records and that's what growth looks like. Texas isn't asking people to conserve power. Solar, batteries and natural gas have scaled to meet demand. Let's keep building.
At @T1Energy We Build Energy.