This reminds of the times when companies made large public statements on clean energy and going carbon free during the Obama (and partially Biden) eras. The only difference here is now is a letter to a governor, which is signaling 1) companies believe the way to solve data centers is on a state basis and 2) if they don't do it, they can perhaps blame a lack of "guidance from local officials" versus any part on their own, they have done their due dilligence. I am curious to more see what states don't get any personal mailings, I think that's a better indication than anything actually written.