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@ShanuMathew93 Avatar @ShanuMathew93 Shanu Mathew

Shanu Mathew posts on X about infrastructure, open ai, meta, debt the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks XXXX% technology brands XXXX% finance XXXX% countries XXXX% vc firms XXXX% luxury brands XXXX% automotive brands XXXX%

Social topic influence infrastructure #620, open ai #376, meta #5416, debt #601, $2b #30, investment #2732, microsoft #208, gpu #41, $20b #40, $75b #5

Top accounts mentioned or mentioned by @xiaowang1984 @thevalueist @fart_defender69 @pearsonpc @nicequarterguys @pow_blockspace @j_lovering @azeem @ctreimagined @compounds365 @roger_conrad @ts_fisher @01001010jw @emberenergy @bruincap8 @landon20s @ramez @drastein @tylerhnorris @rhomoiola

Top assets mentioned Microsoft Corp. (MSFT) Morgan Stanley (MS) GE Vernova Inc. (GEV) Alphabet Inc Class A (GOOGL) Artificial Intelligence (AI4) KKR & Co, Inc. (KKR) AECOM (ACM) Goldman Sachs (GS) Meta Platforms, Inc. (META)

Top Social Posts #

Top posts by engagements in the last XX hours

"And another one with a unique structure xAI is raising $20B ($7.5B equity $12.5B debt) via a special purpose vehicle to buy Nvidia GPUs for its Memphis Colossus X data center. Nvidia is investing up to $2B in equity. The SPV will rent out chips for X years with debt backed by GPUs rather than the company. Valor Capital leads equity; Apollo and Diameter participate in debt"
X Link @ShanuMathew93 2025-10-07T23:42Z 13.6K followers, 210.5K engagements

"Meta announces it's building its 29th data center in El Paso TX - a 1GW AI facility designed to support advanced AI models. It features a closed-loop cooling system using zero water most of the year. Meta aims to be water positive by 2030 restoring XXX% of water consumed in El Paso. The site will run on XXX% renewable energy with Meta funding new grid infrastructure including new transmission lines and substations. There is a notable emphasis on sustainability in the PR"
X Link @ShanuMathew93 2025-10-15T17:31Z 13.6K followers, 74.1K engagements

"Transformer market stats from WoodMack: Power transformer demand up XXX% and generation step-up transformer demand up XXX% since 2019 driven by X% electricity consumption growth since 2020 Power transformers face XX% supply deficit distribution transformers X% deficit; imports now account for XX% of power transformer supply and XX% of distribution transformer supply Unit cost prices have risen XX% for generation step-up transformers XX% for power transformers and 78-95% for distribution transformers since 2019 XX% of distribution transformers (40 million units) exceed 33-year expected service"
X Link @ShanuMathew93 2025-10-16T16:01Z 13.6K followers, 3890 engagements

"Morgan Stanley also structuring the unique xAI deal (see below) + doing the Terrawulf financing per the article"
X Link @ShanuMathew93 2025-10-17T02:41Z 13.6K followers, 5528 engagements

"AI company Anthropic zipped through its new fundraising collecting $XX billion in a Series F round at a $XXX billion post-money valuation. New investor Iconiq co-led the financing together with returning backers Fidelity Management & Research and Lightspeed Venture Partners"
X Link @ShanuMathew93 2025-09-02T22:14Z 13.2K followers, 1309 engagements

"Bain sees +100GW of US demand thru 2030 (+200GW globally) resulting in $500bn in annual spending on new data centers and per Bain's analysis of sustainable ratios of capex to revenue for cloud service providers corresponds to $X trillion in annual revenue"
X Link @ShanuMathew93 2025-09-23T16:41Z 13.2K followers, 24.5K engagements

"Small deal but exciting. Axios: "GE Vernova and Deep Sky a Canadian carbon removal developer today unveiled plans to deploy GE's direct air capture system at its multi-tech hub in Alberta. It's GE Vernova's first commercial DAC deployment deal and calls for 1500 tons of removal capacity at Deep Sky's Alpha site by late 2026""
X Link @ShanuMathew93 2025-09-24T12:56Z 13.2K followers, 1540 engagements

"Ok I'm going to respectively help folks think about this with some evidence-based figures. There's too many finance & tech folks throwing around GW figures incorrectly or not appreciating the scale. -Scale (Power) check: Global Installed Electricity (not energy two different things) Capacity is 9396GW. US is 1294GW. India is 506GW. I don't know what this graphic is citing or where those figures come from. 250GW is X% of Global Electricity Capacity for a single company XX% of US electricity system XX% of India's. 250GW is XX% of global additions last year and that's not even an accurate"
X Link @ShanuMathew93 2025-09-28T14:39Z 13.2K followers, 42.4K engagements

"More PE firms than McDonalds is an eye opening stat Not sustainable"
X Link @ShanuMathew93 2025-10-01T23:06Z 13.2K followers, 4179 engagements

"So at XX GW fully-loaded both deals x $XX BN for each GW AI data center = $XXX billion total spend if all new new builds. Thus of the $800BN total value GPUs would be $560BN (same proportion as $35/$50BN on 1GW). Pulling segment DC rev off BBG: NVDA DC $200BN AMD DC $15BN"
X Link @ShanuMathew93 2025-10-06T13:36Z 13.2K followers, 3681 engagements

"Similar to this flyover crazy to see the Colossus buildout over X years"
X Link @ShanuMathew93 2025-10-06T13:53Z 13.2K followers, 4843 engagements

"Top data center builders (DataCentre Magazine Oct 2025): 1) Fluor 2) AECOM 3) Equans 4) Jacobs 5) Skanska 6) Mace 7) Turner 8) Mercury Engineering 9) Collen 10) DPR"
X Link @ShanuMathew93 2025-10-07T22:05Z 13.2K followers, 5699 engagements

"Gavin raising some good points here that go against the useful life / cannibalization of demand points on older chips prevalent in the market right now Pricing + demand holding up despite roll out and price increases on newer GPUs"
X Link @ShanuMathew93 2025-10-08T21:25Z 13.2K followers, 2606 engagements

"Not sure how accurate this is but there have been prior reports about a $6bn investment for a future 1GW site in India from Google earlier in the summer. Given 1GW is $50-$60bn here that seems like a massive cost-benefit. Outside of the data sovereignty issues and potential power/cooling access it feels like there should be a lot more building OUS "Google is reportedly set to make its largest direct investment in Indias digital economy with a commitment of $XX billion (approximately Rs 8730 crore) for establishing a mega X GW-capacity data centre cluster in Visakhapatnam Andhra Pradesh. The"
X Link @ShanuMathew93 2025-10-10T13:57Z 13.2K followers, 7317 engagements

"Another massive OpenAI deal. "OpenAI and Broadcom today announced a collaboration for XX gigawatts of custom AI accelerators. OpenAI will design the accelerators and systems which will be developed and deployed in partnership with Broadcom." OAI - 10GW w/ NVIDIA 6GW w/ AMD 10GW w/ Broadcom"
X Link @ShanuMathew93 2025-10-13T13:09Z 13.2K followers, 10.7K engagements

"@NealFKumar What do you have that in terms of capex + install costs vs. annual ongoing cost and how much land do you need"
X Link @ShanuMathew93 2025-10-13T19:37Z 13.2K followers, 1122 engagements

"Nice thoughts here on the revenue ramps being pitched out there (note: he used LLMs so may not be exhaustive) and what it looks like relative to the history of companies that have been able to do it. $10-$100B is a large jump and you start to run into law of large numbers. We are in unprecedented times to be sure but it's an interesting way to cut the data. Excited to see if they execute"
X Link @ShanuMathew93 2025-10-15T16:57Z 13.2K followers, 3575 engagements

"TSMC tone on AI demand was strong: AI Demand Accelerating Beyond Expectations: Token volume growth is "exponential" with dramatic increases every X months driving fundamental semiconductor demand; mid-40s% CAGR for AI accelerators through 2029 now looks conservative with C.C. Wei stating demand is "stronger than we saw X months ago"; TSMC receiving "very strong signals" directly from customers' customers requesting capacity to support their business representing deepest industry visibility with 2-3 year engagement lead times across 500+ customers. Capacity Extremely Tight Across Entire AI"
X Link @ShanuMathew93 2025-10-16T15:46Z 13.2K followers, 6071 engagements

"Debated a smart investor who claimed hyperscale AI data center demand response costs "thousands per MWh." Built a framework to test it: I'm getting $2750/MWh for 2-hour DR or $2.8M per event on a 1GW facility. Math below curious if my logic holds up. Can debate assumptions. Checks out to some of the "Energy is 5-10% of the annual bill" claims"
X Link @ShanuMathew93 2025-10-13T15:05Z 13.4K followers, 42.6K engagements

""The shift to XXX VDC will accompany NVIDIAs Vera Rubin GPU platform which is expected to arrive in 2027 and support power densities of up to XXX kilowatts per rack. Thats a huge jump from the current GPU clusters which use about XXX kW per rack and dwarfs the XX to XX kW a rack for most cloud computing data halls. The goal of the collaboration is to 'create a shared blueprint for the transition to AI gigafactories' NVIDIA says which says the OCP Summit will feature new silicon components power systems and support for the next-generation 800-volt direct current (VDC)." @Tech_Journalism"
X Link @ShanuMathew93 2025-10-13T16:27Z 13.4K followers, 2166 engagements

"First Google in Indiana and now Microsoft in Wisconsin. The local and political pushback against data centers is just getting started and will quickly snowball if there isnt more education around the composition of residential electricity rates and whats driving the increase region to region. Hyperscalers need to get serious (even though they very much are) on get in in front of this issue with bringing on new capacity singing clean sources of power and/or putting up the capital or providing it through a bilateral deal to ensure that ratepayers are not on the hook for their needed new energy"
X Link @ShanuMathew93 2025-10-10T12:18Z 13.5K followers, 322.9K engagements

""Utility power provided to hyperscale leased and cryptomining data centers will reach roughly XX GW in 2025 up XX% from XXXX GW in 2024 and double 2024 levels to nearly XX GW in 2028" per XXX Research June update"
X Link @ShanuMathew93 2025-10-16T12:56Z 13.6K followers, 8104 engagements

"2026 onward race is going to be close👀. Latest guesses were $25-$30BN OpenAI $20-26BN Anthropic 🍿"
X Link @ShanuMathew93 2025-10-17T16:49Z 13.6K followers, 3225 engagements

"Some were arguing AGI was around the corner into XX and now you have some of the most prominent voices in AI development push back on the current state of LLMs and timelines re: AGI. No one knows but the tone shift and prominence of voices are notable and something to watch"
X Link @ShanuMathew93 2025-10-18T11:26Z 13.6K followers, 5276 engagements

"These passages are so interesting. There was a fundamental disconnect between OpenAI and Microsoft management teams on how much compute is realistically able to be built and what returns those would generate. Seems like Microsoft leadership wasnt as confident on the OpenAI vision regarding the massive compute fleet buildout. Time will tell who was right And for their part Microsoft leaders told Altman the company simply couldnt supply that capacity as fast as he wanted due to fundamental constraints in the construction process such as connecting new data centers to power. Chief Financial"
X Link @ShanuMathew93 2025-10-18T20:10Z 13.6K followers, 19.5K engagements

"Underpriced at 25x an annualized revenue figure (not actuals) while losing billions of dollars annually and where the main COGS and Opex drivers have no sign of slowing down while revenue growth will get increasingly harder at this scale or require new products Typically at this scale of revenue too its increasingly about margins earnings cash flows and returns; not just revenue and growth. Im excited to see how OpenAI continues to launch products and grows and think they can find a way to execute but most underpriced asset is a hard claim to defend at this point in time with the"
X Link @ShanuMathew93 2025-10-19T13:34Z 13.6K followers, 16.1K engagements

"@zephyr_z9 Yes deleted as to not mislead. Journalist mixed up per-hour GPU cost vs. system-level GPU costs. Apples to oranges. I was quoting directly but should've applied a simple sense check - apologies"
X Link @ShanuMathew93 2025-10-19T20:44Z 13.6K followers, 2581 engagements

"Zuck double downs on the comment. Meta capex is $66-$72BN (+$30BN y/y and expected to do same next year) so let's call it $100BN. Even if we assume he includes off BS JV investments (e.g. $29BN Pimco-Blue Owl deal) debt etc. that implies a RAPID acceleration in spending"
X Link @ShanuMathew93 2025-09-07T17:46Z 13.4K followers, 4913 engagements

"Humanoid Robots fervor reaching high levels too. +$36BN valuation jump in a year. Seems like some test units have been shipped but nowhere near commercial levels or meaningful revenue generation yet. "Brett Adcock (CEO) announced that Figure just closed a $X billion Series C at a $XX billion post-money valuation led by Parkway Venture Capital with participation from Brookfield NVIDIA Intel LG Salesforce T-Mobile and others. This is a significant jump from its February 2024 Series B funding which valued the company at $XXX billion.""
X Link @ShanuMathew93 2025-09-20T16:03Z 13.3K followers, 13.3K engagements

"This paper argues distributed batteries spread across the grid and coordinated to act fast keep the grid stable when AI data centers spike demand. Co-located batteries help low-voltage ride-through but many smaller ones placed widely stop blackouts and equipment trips better"
X Link @ShanuMathew93 2025-10-15T15:30Z 13.4K followers, 5784 engagements

"Jensen at Citadel Securities conference: We're only at "a few hundred billion" of infrastructure vs. trillions needed annually Meta recovered "billions of market cap decline" using NVIDIA GPUs to fix AI attribution data lost from Apple Digital labor + robotics = $100T addressable market XXX% of NVIDIA chip designer/engineer now AI-augmented with Cursor One rack-scale GPU: X tons 120k watts $3M AI accelerating healthcare: Understanding proteins (AlphaFold) cells (EVO X partnership with ARC); Can now "talk to a cell like you could talk to a chatbot""
X Link @ShanuMathew93 2025-10-15T20:38Z 13.5K followers, 85.1K engagements

"Nordic data centers could grow 4x by 2032 due to cool weather cheap power (60% discount vs EU) clean energy ample land. Current: 1.5GW live. Pipeline: 2GW under construction 5.5GW early stage. Key players: Vattenfall Statkraft Fortum Orsted. Brookfield investing $10B for a 750MW project"
X Link @ShanuMathew93 2025-09-22T14:21Z 13.4K followers, 10.1K engagements

"70% R&D compute vs. XX% inference"
X Link @ShanuMathew93 2025-10-10T18:41Z 13.4K followers, 4127 engagements

"Poolside (NVIDIA-backed AI coding startup currently raising $2B at $14B valuation) and CoreWeave are building a 2GW data center on 500+ acres in West Texas's Permian Basin. The $16B project (excl. chips to be clear) will use on-site natural gas power from existing Occidental infrastructure. CoreWeave anchors first 250MW by end-2026 with 500MW more reserved. Full 2GW completion targets Q1 2027. Site is on Mitchell family's Longfellow Ranch"
X Link @ShanuMathew93 2025-10-15T14:05Z 13.5K followers, 4292 engagements

"Wow Voltagrid announces 2.3GW of power infra deal partnering with Energy Transfer and Oracle. "VoltaGrid will deploy 2300 megawatts (MW) of cutting-edge ultra-low-emissions infrastructure supplied by Energy Transfers pipeline network to support the energy demands of Oracle Cloud Infrastructures (OCI) next-generation artificial intelligence (AI) data centers.""
X Link @ShanuMathew93 2025-10-15T14:44Z 13.5K followers, 3861 engagements

"Microsoft says it faces fierce competition for scarce renewable energy in Taiwan South Korea & Japan as it races toward 2030 climate goals. The tech giant and chip suppliers struggle with fossil fuel-heavy grids in the region. AI semiconductor emissions growing rapidly y/y"
X Link @ShanuMathew93 2025-10-09T16:09Z 13.5K followers, 1214 engagements

"Sentiment check."A group of non-revenue-generating energy companies have collectively ballooned in value to more than $XX billion in hopes that tech companies will one day pay for their yet-to-be-built power.""
X Link @ShanuMathew93 2025-10-15T14:16Z 13.5K followers, 25.5K engagements

"I'd expect other banks to follow suit (if they haven't already) given the opportunity secular tailwinds and thematic interest WSJ exclusive: Goldman Sachs is launching a new infrastructure financing team within its banking division to capitalize on surging demand. The focus: AI data centers and their massive power needs traditional infrastructure like roads and airports renewables LNG production and defense equipment financing amid global military spending increases"
X Link @ShanuMathew93 2025-10-17T14:48Z 13.5K followers, 1901 engagements

"NextEra at Wolfe -Data Center Hyperscale Opportunity - Multi-GW Projects or "Bring Your Own Generation" Strategy: NextEra positioned as uniquely capable to deliver large-scale power solutions (1-6 gigawatts per site) combining renewables gas storage transmission and pipelines; customers now requesting 6000-acre sites (6 GW capacity) vs. historical 1000 acres (1 GW); company emphasizes competitive moat with few rivals able to write $5-10 billion checks or provide integrated energy solutions; "bring your own generation" segment underappreciated vs. IPP asset-based contracting approach; strong"
X Link @ShanuMathew93 2025-10-06T14:49Z 13.5K followers, 20.7K engagements

"UK catching the BTM bug: "Under a three-year deal between power supplier AVK and plant developer Landmark Power Holdings Rolls-Royce engines enhanced with carbon capture will be integrated into advanced microgrid systems to power four data centre developments in England""
X Link @ShanuMathew93 2025-10-17T14:54Z 13.6K followers, 2544 engagements

""The focus of power companies is shifting away from clean energy and sustainability as they race to meet growing power demand from artificial intelligence" per Exelon Corp CEO Calvin Butler "Clean is not even on the agenda right now"
X Link @ShanuMathew93 2025-04-23T12:19Z 13.6K followers, 8769 engagements

"NVIDIA unveils reference design for AI factories - integrated data centers optimized for AI reasoning. Key partners: Jacobs (design integration) Schneider Electric/Siemens/Vertiv (power/cooling) GE Vernova (power generation) Cadence/PTC/Emerald AI/phaidra.ai/E Tech Group/Vertech (simulation/orchestration). Core goal is to optimize every watt entering facilities to directly contribute to intelligence generation replacing inefficient independent building designs. Features Omniverse digital twins with OpenUSD framework to model gigawatt-scale facilities before construction enabling unified"
X Link @ShanuMathew93 2025-09-10T19:19Z 13.6K followers, 12.7K engagements

"Oracle stacking up more wins per Bloomberg: Oracle Corp. is in discussions with Meta Platforms Inc. for a cloud computing deal worth about $XX billion providing further evidence that the company has become a significant infrastructure provider"
X Link @ShanuMathew93 2025-09-19T20:09Z 13.6K followers, 3758 engagements

"Hate to be that guy but legalizing sports betting was the wrong call. Every commercial. So many comments/posts on social media on any sports content. Every major athlete and commentator 's endorsements. It's annoying and sucks up most of the air time vs. talking about the sport"
X Link @ShanuMathew93 2025-10-13T02:17Z 13.6K followers, 20.1K engagements

"Battery energy storage system era is here. Countries across the globe are scaling up storage the next few years (and for years to come). Over XXX gigascale projects could come online within two years. Battery capacity as % of peak loads rising across key markets"
X Link @ShanuMathew93 2025-10-13T15:49Z 13.6K followers, 82.3K engagements

"Looks like this is finalized Meta sealed $30B financing for Louisianas Hyperion data center via SPV structure: Blue Owl gets XX% ownership Meta 20%. Morgan Stanley arranged $27B+ debt (Pimco anchor) + $2.5B equity. Bonds: 144A format A+ rated mature 2049 price at 225bps over Treasuries. 4M sq ft facility with X gigawatt capacity (equivalent to 4M homes) completion 2029. Structure keeps debt off Metas balance sheet while providing investment-grade asset-backed opportunity"
X Link @ShanuMathew93 2025-10-17T02:40Z 13.6K followers, 203.3K engagements

"BNEF citing DC Byte data: "Construction starts have remained stable at around X gigawatts per half year with the first half of 2025 setting a record at XXX gigawatts. These data centers are likely to come online in the next one to three years a sign that additions will accelerate further in the near future.""
X Link @ShanuMathew93 2025-10-19T20:34Z 13.6K followers, 4305 engagements

"As @zephyr_z9 and @The_Colonel__ pointed out when I quoted this circle the reporter mixes up per-system breakeven costs vs. per-GPU rates. That is comparing apples to oranges. Using their own figures: DGX A100 cluster = $199K ($25K per GPU * X GPUs) Hours over X years = X * XXX * XX = 43800 Breakeven = $199K/43800 hours = $XXXX per SYSTEM-hour breakeven; divide by X GPUs to get per-GPU rate $4.54/8 = $XXXX GPU-hour breakeven rate Now when looking back at those figures that plot the hourly rate ranges per GPU it makes you arrive at a wholly different conclusion. DGX A100 system power usage max"
X Link @ShanuMathew93 2025-10-19T21:12Z 13.6K followers, 122.2K engagements