Exowatt Launches ExoRise at PTC: Breaking the AI Energy Bottleneck

Fresh off a week of high-level sessions and networking at the Pacific Telecommunications Conference (PTC) in Honolulu, the Exowatt team is back with more than just industry insights. We are proud to announce the official launch of  ExoRise, our solution to the infrastructure bottleneck currently stalling the AI revolution.

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ExoRise is our direct response to the aging U.S. power grid—a physical roadblock that threatens America’s leadership in the AI revolution. As hyperscalers race to build capacity, they are hitting a wall of grid interconnection timelines that stretch years into the future. ExoRise is the fast-track around that wall.

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What is ExoRise?

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Led by industry veteran and Exowatt’s new Chief Data Center Officer, Nic Bustamante, ExoRise delivers turnkey powered land and energy infrastructure purpose-built for AI.

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By pairing strategic land development in the U.S. Southwest with our proprietary P3 modular solar technology, we bypass the traditional strains on urban grids. We aren't just selling a product; we are providing a "plug-and-play" solution for hyperscale deployment.

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• Accelerated Speed to Power: By developing in high-solar regions (NM, TX, AZ, NV), we bypass years of utility bureaucracy. 
• 24/7 Dispatchable Solar: Unlike intermittent renewables, our P3 technology stores energy as heat, converting it to electricity on demand to power data centers day and night.
• Integrated Infrastructure: As CEO Hannan Happi notes, “Hyperscalers should not have to piece together land, power, and infrastructure on their own.” We provide the full stack so our customers can focus on compute.

A Virtual Reality Deep Dive

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To give the industry a true sense of scale, Exowatt hosted an immersive virtual reality (VR) event at PTC. Attendees joined Hannan Happi and Nic Bustamante for a walkthrough of an ExoRise site, experiencing the future of modular energy firsthand.

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We also took the stage for a featured panel. Hannan and Nic were joined by Bill Mazzetti, SVP, Rosendin and Scott Charter, Director of AI Strategy, Oracle to discuss why ExoRise is essential for maintaining a competitive advantage in the global AI arena.

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Takeaways from PTC 

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Our team of Exonauts walked away with a clear signal: the conversation has shifted from "How do we build?" to "How do we power?" These three insights from the ground in Honolulu confirm that ExoRise is meeting the market exactly where it’s headed.

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• Energy is the New Alpha: Every session related to power and energy was standing room only. Energy is no longer just a utility cost; it has become the hottest "commodity" in the global data center industry. This shift is drawing a new crowd to the table, including high-level financiers, researchers, and policymakers all looking for the same thing: power certainty.
• From Real Estate to "Power-First": Historically, data centers have been framed as a real estate game—land, buildings, and leases. While those elements still matter, the industry "moat" has shifted to execution. The winners will be the companies with a proven playbook for delivering physical power systems, navigating complex permitting and interconnection, and mobilizing skilled labor and capital.
• Scalability is the Only Filter: The market is full of interesting ideas, but the industry is now applying a strict filter: Can this scale fast enough to keep up with AI? Speed and repeatability are the new gold standards. The winners will be those who can prove scalable, real-world deployment without being sidelined by supply chain or grid constraints.

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Building the Energy Foundation for the Future

ExoRise is already addressing a 90+ GWh backlog of signed customer demand. With our first pilot project slated to be operational by the end of 2026, we aren’t just building power plants—we are building the energy foundation for the future of intelligence. Explore ExoRise here.

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