The QTS Experience
The QTS Experience
Dave McCall
Ep. 253 - Luke Saladyga: The Power Ran Out. Here’s Who’s Racing to Build More.
1 hour 40 minutes Posted Jun 25, 2026 at 1:36 pm.
Welcome back on Star Wars Day
The perfect storm: how power got scarce
From Oracle to VoltaGrid: frack fields to AI power
Moving 25 to 40 megawatts in under 24 hours
The hard part: load transients in milliseconds
Why Luke joined, and betting before the contracts
8.3 gigawatts contracted, and why competition matters
How Oracle burned the ships
Will the grid catch up? The swing-set problem
Is this a bubble? Why turbine makers stay cautious
Communication and energy: the engine of every advance
Behind the meter, explained simply
Take-or-pay contracts and the coming efficiency push
Labor: the real constraint and the aging-talent crisis
The markers of who adapts well
Mike Rowe, welders, and the trades PR battle
Georgia's free trade tuition and a welder who blew his mind
Where to follow Luke, and the one takeaway: embrace the chaos
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1:40:18
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Show notes
A West Texas frac company turned out to be one of the best-positioned energy players of the AI era. Luke Saladyga explains how that happened, why power got scarce so fast, and why the steadiest jobs of the next decade might be ones nobody told you to want.
Chapters:
References and Links:
Luke Saladyga LinkedIn: https://www.linkedin.com/in/saladyga/
VoltaGrid: https://voltagrid.com
Jim Gao (Phaidra): https://www.linkedin.com/in/jimgao/
Texas SB6 — load-transient / large-load interconnection bill
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