Solar has been cheap for a while now. I think what is changed now is that financial markets have become comfortable with financing solar projects. In the beginn

Solar has been cheap for a while now. I think what is changed now is that financial markets have become comfortable with financing solar projects. In the beginning it is hard to grade the risk of a project where cloudy weather or unproven degradation estimates can substantially change how much power is being generated and sold. To get a lot of projects financed, you had to come with a 10-year purchase agreement. The are only so many datacenters and industrial customers willing to do that.