Every supply constraint Tessara tracks hardened in the same direction. XEL locked transformer and gas turbine slots, signed a full-cost hyperscaler PPA with Google, and raised its datacenter load target to 6 GW by 2027.
Tessara post-call read · synthesized from the earnings-call transcriptreported Apr 30, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.