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@ShanuMathew93 Avatar @ShanuMathew93 Shanu Mathew

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

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Social Influence

Social category influence technology brands XXXX% stocks XXXXX% finance XXXXX% countries XXXX% vc firms XXXX% events XXXX%

Social topic influence ai 11.94%, gas 5.97%, $googl 5.97%, meta 4.48%, open ai #387, strong 4.48%, business 4.48%, solar #1738, google cloud 4.48%, $50b #3

Top accounts mentioned or mentioned by @cornoisseur @citrini7 @pipesandpower @thevalueist @hkeskiva @alphasenseinc @jigarshahdc @booshcarron @crusoeai @helixcapital @aterioios @benbajarin @energysaid @google @niyerenergy @moonwalkerld @rhensing @vass_and_ @saitinerant @guoxinggu01

Top assets mentioned Alphabet Inc Class A (GOOGL) Morgan Stanley (MS) NextEra Energy Inc (NEE) CoreWeave, Inc. (CRWV)

Top Social Posts

Top posts by engagements in the last XX hours

"Latest comparison of US data center energy demand forecasts. still insanely wide range of scenarios High-end +1100 TWh Low-end +200 TWh Clustering of forecasts between +200-400 TWh by 2030"
X Link 2025-12-01T17:16Z 16.7K followers, 29K engagements

"Labor boom = constraints. -Data centers are ballooning in size and a single project can take years to construct and require thousands of workers -The Associated Builders and Contractors trade group estimates that the construction industry is short roughly 439000 workers mostly among skilled workers who do things like lay pipe and wire electrical panels -A survey by the Uptime Institute of data-center equipment manufacturers engineers and construction companies found that XX% said staffing shortages on sites had caused business disruptions up from XX% last year There arent enough people to"
X Link 2025-12-02T18:04Z 16.7K followers, 7714 engagements

""Zillow "quietly removed" climate risk estimates from over X million listings after pushback from real estate agents and homeowners the N.Y. Times reports""
X Link 2025-12-01T21:13Z 16.7K followers, 4694 engagements

"We are renting substations for 3-year terms now Meta seeking PUCO approval to tap idle AEP Ohio substation built for Intel's delayed $28B fab. Deal provides 120MW initially scaling to 250MW by April 2026 for three years. Full 500MW capacity reverts to Intel by 2029 when fab now expected to come online"
X Link 2025-12-08T19:00Z 16.7K followers, 4985 engagements

"Been saying this point Simo has also told staff that OpenAI needs to do a better job of making sure its users discover the value of ChatGPTs existing features before the company goes on to build new ones and also wants to improve the chatbots speed and reliability"
X Link 2025-12-09T11:14Z 16.7K followers, 2580 engagements

"New entrant alert. Supersonic flight expertise pivot to nat gas turbines for data centers Strong initial signal with a large order from Crusoe who knows a thing or two about scaling new capabilities fast for the AI data center space"
X Link 2025-12-09T15:33Z 16.7K followers, 3838 engagements

"OHare has got to be the worst managed airport in the country You taxi 30+ minutes before departing or after arriving Theres always planes ahead at the gate or waiting to take off as you taxi from/to your gate Like why"
X Link 2025-12-12T16:27Z 16.7K followers, 1631 engagements

"Met with a HVAC company ceo 1-2 years ago who said in XX years capturing all the waste heat from massive data centers would be a massive business. Obviously need to be close enough to load centers for heating (eg residential industrial) and be in a geography where its easy to build but its a great idea"
X Link 2025-12-03T11:57Z 16.7K followers, 1.5M engagements

"I think this is a provocative take and a good thought but wanted to work through the rationale a bit. Today most AI tools run in the cloud. Every time you ask a model to write summarize translate or analyze something that request hits a GPU in a data center. More users more queries more GPUs more data centers more power lines transformers substations more generation etc. Thats the core flywheel behind the current AI hardware + data center capex boom. Useful on-device inference disrupts that linear chain. If a multi-billion-parameter model is efficient enough to run on the neural chip inside"
X Link 2025-12-05T16:29Z 16.7K followers, 81.6K engagements

"Every data center providers wish"
X Link 2025-12-10T23:35Z 16.7K followers, 7100 engagements

"Causing a lot of the data center weakness today. Oracle has pushed back the completion dates for some of the data centers its developing for the artificial intelligence model developer OpenAI to 2028 from 2027The delays are largely due to labor and material shortages"
X Link 2025-12-12T16:28Z 16.7K followers, 15.3K engagements

"Supervisors in these roles can make $500K+. Labor inflation for skilled labor in electrician plumbing construction mgmt. etc. has skyrocketed. Matter of how quickly teams can get from project to project. Companies are flying out planes of electricians"
X Link 2025-12-12T18:03Z 16.7K followers, 8336 engagements

"OAI = consumer dominance Anthropic = enterprise dominance "A July report from Menlo Ventureswhich has invested in Anthropicestimated via a survey that Anthropic had a XX% market share for coding compared with OpenAIs 21%. Anthropic is also now ahead of OpenAI in market share for overarching corporate AI use Menlo Ventures estimated at XX% to OpenAIs 25%." "OpenAI's user base is in large part replacing search-engine queries with bot conversations which has proved immensely popular. ChatGPT had more than XXX million weekly users as of this month according to the company which has helped OpenAI"
X Link 2025-10-26T18:26Z 16.7K followers, 8510 engagements

"One could quibble with these buckets and names to include in each but as a quick exercise to see how 'AI / Data Center trade' baskets have performed. -Total Return 3Y and YTD by basket -3Y vs 1Y by name one zoomed in since it's busy Crypto (IREN and CIFR) is an odd outlier but many baskets have done as well as GPUs or other IT hardware names. What stands out to you"
X Link 2025-11-25T20:25Z 16.7K followers, 4310 engagements

"As electricity bills and electricity price inflation becomes more of a political hot button issue I wonder the impact to M&A appetite in the power & energy. Constellation Energy negotiating DOJ settlement for $16.4B Calpine acquisition to create largest US power fleet. Companies expanded divestiture proposal beyond initial X PA/DE plants offered to FERC in July addressing DOJ antitrust concerns in PJM and other regions. State approvals (TX NY) secured. DOJ clearance final hurdle before year-end close"
X Link 2025-12-04T16:00Z 16.7K followers, 3652 engagements

"Speed to power economics: 3-5 years faster = $2.3-5.5B incremental EBITDA per XXX MW site. Flexibility infrastructure costs $1.2-1.4B. Net positive returns even at conservative $4M/MW revenue with just X years of time savings. Note: this $ figure ($4-$12M per MW is prob only realistic for hyperscaler or neocloud/HPC as a service players)"
X Link 2025-12-04T17:52Z 16.7K followers, XXX engagements

"Critical for regulatory approval: Data centers cover 96-100% of incremental system costs via avoided buildout ($78M) + direct capacity procurement ($326M) + energy payments ($329M). No cost shift to ratepayers. This is the political unlock"
X Link 2025-12-04T17:52Z 16.7K followers, XXX engagements

"Implied winners: batteries (primary on-site flex) gas gensets (83% ELCC) VPP aggregators (59% ELCC at $210/kW = cheapest accredited capacity) renewable developers with PJM queue positions. Low solar ELCC (6%) means massive overbuild required for capacity credit alone"
X Link 2025-12-04T17:52Z 16.7K followers, XXX engagements

""As of the end of 2025 Q3 IRPs across the United States anticipate load will grow XX percent by 2035 compared to 2023 levels. This is an increase from prior projections XX percent at the end of 2023 X percent in August 2022 and X percent in January 2021." "Current planned capacity in IRPs across the United States includes XXX GW of wind and solar additions XXX GW of gas additions and XX GW of coal retirements between 2023 and 2035." Aside: Look at the that NZE line. Never made sense to me for the folks in the decarb camp rallying against DCs and rapid growth. To get to Net Zero we need to"
X Link 2025-12-04T18:47Z 16.7K followers, 1873 engagements

"Morgan Stanley after their second annual Powering AI Summit: -Likely significant US power shortage faced by data center developers with particular risk in 2027 and 2028. -Growing preference for off-grid solutions given political risk avoidance and given rising challenges in securing power grid access. -Improving terms of power + data center deals but execution risks for project developers remain significant. -Battery storage at data centers may become the new "bring your own power" dynamic in 2026. Having battery storage could be thought of as the new "political table stakes" - this can help"
X Link 2025-12-04T21:09Z 16.7K followers, 50.2K engagements

"NextEra Energy and Google Cloud expand partnership to develop multiple GW-scale data center campuses across the US with accompanying generation. Currently building first three sites. Builds on existing XXX GW relationship including Duane Arnold nuclear restart and XXX MW Oklahoma PPAs. First AI product for grid/field ops expected mid-2026.Retry"
X Link 2025-12-08T15:21Z 16.7K followers, 13.1K engagements

"+slides from the investor deck: -"First commercial product is expected to be available in the Google Cloud Marketplace by mid-2026" -"NextEra Energys digital innovation includes dynamic AI-enhanced field operations and enablement of a more reliable and resilient grid""
X Link 2025-12-08T17:37Z 16.7K followers, XXX engagements

"Easier to show the new announcements in one place. -NextEra-Google: NextEra and Google announce multi-GW data center campus partnership with Google Cloud powering NEE's enterprise digital transformation. First three campuses in development. Builds on XXX GW already operating/contracted between companies including Duane Arnold restart and XXX MW Oklahoma PPAs. -NextEra-Meta: NextEra and Meta signed XXX GW of clean energy contracts - XX solar PPAs (2.1 GW across ERCOT/SPP/MISO) plus XXX MW solar and XXX MW storage in New Mexico via PNM. Projects online 2026-2028. Builds on XXX MW already"
X Link 2025-12-08T18:00Z 16.7K followers, 8456 engagements

"Notable slides from NextEra's investor day -Notable shift to BYOG and all the above"
X Link 2025-12-08T18:45Z 16.7K followers, 9753 engagements

"Energy Resources renewables and storage business is expected to triple in size over the next several years Going from XX GW of renewables & storage backlog to XX GW"
X Link 2025-12-08T18:49Z 16.7K followers, XXX engagements

"Reminder that Nextera has built and operates more natural gas than nearly anyone the last two decades"
X Link 2025-12-08T18:49Z 16.7K followers, XXX engagements

"Implies $1033/kW which is in range for turbines ($1.25BN / 1.21GW). You can be $XXX (CT simple)-$1600 (aeros) so this is extremely competitive if they hit those cost ranges"
X Link 2025-12-09T22:19Z 16.7K followers, 10.5K engagements

"SLB the oilfield services company is spending $30M on 'dc manufacturing expansion' Per Grok/Gemini "SLB offers modular data center infrastructure for AI and cloud including cooling systems power distribution and enclosures leveraging oil/gas expertise for full-lifecycle scalability" SLB is a $35BN+ business so $30M is nothing as a % but last call they highlighted "growing quickly" and "becoming fairly sizable""
X Link 2025-12-10T15:11Z 16.7K followers, 3362 engagements

"AWS announces $50B investment to expand government AI and HPC infrastructure adding XXX GW capacity across Top Secret Secret and GovCloud regions starting 2026. Federal agencies gain access to full AI stack including SageMaker Bedrock Nova Anthropic Claude Trainium and NVIDIA infrastructure across all classification levels"
X Link 2025-11-24T16:23Z 16.7K followers, 8793 engagements

"Blue Owl launched a new perpetual DC-focused REIT (ODIT) closed first $1.7B Dec X. Fund seeded with XX US data centers acquired from Blue Owl affiliates for $1.5B net of debt leased to investment-grade/hyperscale tenants. Follows Blue Owls $50B+ Meta/Oracle financings and an apparent $100B+ pipeline"
X Link 2025-12-04T22:11Z 16.7K followers, 2477 engagements

"Recently got access to @aterio_io's great dataset on data centers. How does this compare to what other folks are seeing (cc: @BenBajarin) Active power capacity: AWS: X GW Meta: 5.3GW GOOGL: XXX GW MSFT: XXX GW"
X Link 2025-12-10T18:53Z 16.7K followers, 5672 engagements

"BNEF: "Power demand from US data centers is set to surge to XXX gigawatts (+391 TWh +21% from last forecast) by 2035. That GW forecast represents a XX% growth from BNEFs previous outlook published in April illustrating just how quickly the sector is expanding" PJM remains dominant hub today (VA+OH strongholds with PA and IL growing rapidly) with ERCOT and Southeast following"
X Link 2025-12-01T17:15Z 16.7K followers, 32.7K engagements

"More data points of older GPU generations still having strong demand"
X Link 2025-12-04T03:43Z 16.7K followers, 7838 engagements

"Anyone else notice ChatGPT XXX hallucinates a lot more again when it tries to respond instantly or quickly Have to default have 'Thinking' on to ensure quality of response. Feels like a backtrack. Grok X Fast GPT Auto if needing a fast response. Still like the quality of GPT Thinking if I need a good general purpose response"
X Link 2025-11-17T15:25Z 16.7K followers, 1.8M engagements

".@energy_said: "The world deployed 1500 GWH of lithium ion batteries in 2024. 1000 GWH was for electric vehicles. 175GWH was for grid-scale storage. 140GWH was for smaller electrical electronic devices. Thus lithium ion batteries were XX% of all global batteries. And this year we predict LFP will reach XX% of lithium batteries""
X Link 2025-12-02T20:36Z 16.7K followers, 27.1K engagements

"I encourage folks to watch this video and then realize that's just the baseline expectation/cost for a Chinese EV (with many more higher end or lower end options). They completely blow out most American car companies of the water on quality and cost. China made an intentional decision as a country to invest in capacity expertise and supply chains for EVs years ago. They also did so for solar rare earths processing etc. We can continue to pretend like their leads don't exist or we can start to treat these sectors of the future as the true battlegrounds they are. We are getting it right in"
X Link 2025-12-06T19:59Z 16.7K followers, 145.3K engagements

"Google's NotebookLM one shotted this It did a really good explaining the study for a general starter audience. Us power & energy folk should use this more to convey complex topics. I feel like this type of media could help educate political leaders on more nuanced topics"
X Link 2025-12-07T14:35Z 16.7K followers, 65.7K engagements

"Oracle has been selling off after earnings with the main concern around capex and FCF: FY26 capex was raised $15B to $50B with -$10B Q2 FCF. Investors are expecting that revenue from new contracts won't materialize until FY27-FY30 creating multi-year spending-to-return gap that challenges the prevailing "build now monetize later" thesis"
X Link 2025-12-12T18:20Z 16.7K followers, 1080 engagements

"Shout out to the legend @NiyerEnergy who just spent an hour helping me get set up with Cursor and understanding how to vibe code XXX. Incredibly powerful how it can just execute things on it's own and basically make any dataset into a useful interactive dashboard in minutes. He built this really cool tool that looks at the costs of clean energy systems that lets you toggle cost assumptions and see impact on system LCOE (and the premium you'd pay) here:"
X Link 2025-12-12T19:22Z 16.7K followers, 4108 engagements