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@ShanuMathew93 "Hey @grok who was the most famous person to visit my profile in the last X years It doesnt need to be a mutual"
@ShanuMathew93 on X 2025-07-26 23:57:53 UTC 10.4K followers, XXX engagements

"HUGE Have been arguing it was only a matter of time before RTOs or Utilities were forced to figure this out. SPPs new CHILL/HILLGA fast-track promises 90-day studies and up-to-5-year non-firm service for XX MW loads pairing them with onsite gen if needed. It secures growth while curbing risk via curtailmentpositioning SPP to win AI projects GPT Summary Table"
@ShanuMathew93 on X 2025-07-09 20:52:31 UTC 10.4K followers, 9441 engagements

"Are you able to elaborate more on the types of products that you use (e.g. interconnects) and providers (e.g. Amphenol) Don't have to get into specifics but want to better understand these trends broadly as a lot of industries talk about needing more electrical components as we electrify more industries"
@ShanuMathew93 on X 2025-07-05 16:11:41 UTC 10.4K followers, XX engagements

"Crusoe plans 1.8GW data center campus in Wyoming and is partnering with Tallgrass to utilize natural gas pipelines. "Reportedly designed to scale up to 10GW the campus will integrate multiple energy sources fueled by natural gas and future renewable energy developments in the region.""
@ShanuMathew93 on X 2025-07-25 15:35:46 UTC 10.4K followers, 5508 engagements

"Constellation Energy plans to restart the Three Mile Island nuclear reactor originally set for 2028 now expedited. CEO Joe Dominguez noted physical work ends by 2027 with PJM Interconnection fast-tracking the grid hookup. Gov. Shapiro's influence aided this acceleration"
@ShanuMathew93 on X 2025-07-01 13:03:00 UTC 10.4K followers, 4826 engagements

"Digital Realty calls out healthy environment with XXX megawatts under construction and capacity growth runway to a record X gigawatts"
@ShanuMathew93 on X 2025-07-25 13:35:28 UTC 10.4K followers, 1109 engagements

"Man @shaylekann @DanielWoldorff @_LatitudeMedia drop so many great pods jammed with info This one with Chris Sharp CTO of Digital Realty Used Claude to pull some quotes/points of some of the most notable areas. Data center reality check: -Northern VA at XXX% vacancy -24-month builds now extending due to 50+ week transformer delays -"Bragawatt" hype vs realitymost inference needs 5MW chunks not 100MW+ -Bridge power more the exception than the norm; utility partnerships preferred"
@ShanuMathew93 on X 2025-07-10 22:09:05 UTC 10.4K followers, 1271 engagements

"Bloom announced a partnership with Oracle to power AI data centers with fuel cells. Bloom claims it will deliver cost-efficient onsite power for entire data center facilities in just XX days with VP of OCI citing their GW DCs. No details on how many MW/GW this arrangement will specifically be for but further momentum/deals for BE"
@ShanuMathew93 on X 2025-07-24 15:05:18 UTC 10.4K followers, 2583 engagements

"Shell Aker and Enbridge have all quit the expert advisory group of the SBTi after being told that such a standard would require them to stop developing new oil and gasfields. SBTi paused work on the O&G standard citing capacity considerations"
@ShanuMathew93 on X 2025-07-23 16:42:53 UTC 10.4K followers, XXX engagements

"Two of my favorites hopping on the same track giving me the summer anthem @Drake @centralcee"
@ShanuMathew93 on X 2025-07-25 12:25:27 UTC 10.4K followers, XXX engagements

"Ignoring some choice verbiage (e.g. DE&I or Climate) the AI Action Plan doc focuses on some ambitious goals related to ensuring America remains an AI leader. Pillars I II III summarized: i) Unleash AI: roll back EO 14110 regs back opensource/openweight fund R&D & compute markets grow talent. ii) Build the stack: chips DCs & power via NEPA/FAST41 fasttracks grid upgrades and new dispatchable geo/nuclear/fusion. iii) Secure & lead globally: lock down frontier model misuse (bio/cyber) harden DOD/IC compute police chip/export leaks. Notable text from each Pillar below"
@ShanuMathew93 on X 2025-07-23 18:47:28 UTC 10.4K followers, 1023 engagements

"Lithium futures rose XX% overnight. "As reported by Reuters China has been pushing against overcapacity in several commodity markets including Lithium""
@ShanuMathew93 on X 2025-07-24 15:01:55 UTC 10.4K followers, XXX engagements

"Per the WSJ xAI seeks $12B more after raising $10B just a few weeks ago building massive data centers at superhuman speed. Unlike rivals xAI builds own infrastructure vs using cloud partners. This deal looks at Valor & other PE funds contributing cash and then borrowing from private credit firms to purchase more GPUs. As a reminder Musk & co built a 100K GPU cluster in XXX days and doubled that to 200K GPUs in XX more days"
@ShanuMathew93 on X 2025-07-22 16:39:04 UTC 10.4K followers, 4304 engagements

"TSLA call highlights imo. It is interesting how TSLA calls are uniquely about future end markets products TAMs production ramps vs. current financials (or future for that matters) than most other large companies of it's size. The ecosystem picture (if realized) is a cool vision of the future. -Tesla aims to cover half the U.S. population with autonomous ride-hailing by end of 2025 pending regulatory approvals -Tesla plans to 10x the parameter count in their Full Self-Driving ("FSD") neural networks -Tesla sees massive untapped potential in battery storage - could more than double U.S. energy"
@ShanuMathew93 on X 2025-07-24 00:56:14 UTC 10.4K followers, 1268 engagements

""Power charges in the US jumped XXX% in the past year almost double the gains for the broader consumer price index. Driving that is supercharged demand from data centers and manufacturing in the face of tight supply" Plotted the LT max in BBG for US CPI and Electricity CPI looks like last period with consistent outgrowth in the latter was 2005-2009 if I have my fields right"
@ShanuMathew93 on X 2025-07-23 16:57:30 UTC 10.4K followers, XXX engagements

"@ZeroBasis @1reluctantcog Heavy duty turbine slot lead times generator lead times engine lead times. People keep conflating them all"
@ShanuMathew93 on X 2025-07-24 14:08:38 UTC 10.4K followers, XX engagements

"From Jefferies utilities preview: "Data center demand transforms utility economics from yield vehicles to growth platforms though execution separates winners from losers. Hyperscale agreements now include revenue guarantees covering full infrastructure costs eliminating traditional merchant risk. ETR's 15-year META contract covering $3.2bn in gas generation exemplifies this model where technology companies effectively underwrite utility expansion""
@ShanuMathew93 on X 2025-07-24 15:09:03 UTC 10.4K followers, 7832 engagements

"Missed this AI + simple-cycle gas turbine news yest: GEV and Crusoe announced a deal to deliver XX units of GE Vernovas breakthrough LM2500XPRESS aeroderivative gas turbine packages to Crusoe AI data centers. Going to see a lot of DCs string together smaller generators engines turbines. Aeros are: -Most compact & power-dense -97-99% availability -Fast start speed -Lower emissions + pollution than reciprocating engines"
@ShanuMathew93 on X 2025-07-23 18:18:06 UTC 10.4K followers, 2496 engagements

""European investors flocked to ESG strategies in Q2 pouring in $8.6bn of net new money according to Morningstar data. This marks a dramatic turnaround from the previous quarter where European investors redeemed $7.3bn from these funds and ETFs.""
@ShanuMathew93 on X 2025-07-25 12:03:00 UTC 10.4K followers, XXX engagements

""We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028 respectively. With several other U.S. companies developing frontier AI models we expect total frontier AI training demands in America to reach 20-25GW in total by 2028. Put another way the U.S. AI sector needs at least 50GW of electric capacity by 2028 to maintain global AI leadership.""
@ShanuMathew93 on X 2025-07-22 14:52:47 UTC 10.4K followers, 152.5K engagements

"Enbridge to build 600MW Texas solar project with $900M investment. Meta signs long-term PPA for all output to power data centers. One of several major PPAs Meta has inked in Texas with firms like RWE and AES for data center operations"
@ShanuMathew93 on X 2025-07-23 14:39:08 UTC 10.4K followers, 2832 engagements

"Pillar II Continued: Develop a Grid to Match the Pace of AI Innovation: -The United States must prevent the premature decommissioning of critical power generation resources and explore innovative ways to harness existing capacity such as leveraging extant backup power sources to bolster grid reliability during peak demand. A key element of this stabilization is to ensure every corner of the electric grid is in compliance with nationwide standards for resource adequacy and sufficient power generation capacity is consistently available across the country. -Optimize existing grid resources as"
@ShanuMathew93 on X 2025-07-23 18:47:30 UTC 10.4K followers, XXX engagements

"Seems anti-energy dominance. Large-scale transmission is something the government should be accelerating. "The revocation of a $XXX billion loan for the Grain Belt Express transmission project could have ripple effects across transmission-line planning investment and construction across the US. The loan guarantee covered almost XX% of the total project costs. Phase X of GBX is a 2.5-gigawatt 578-mile extra-high-voltage transmission line running from Kansas to Missouri that was expected to come online in 2029" "Permitting and funding challenges are all too common for US transmission projects."
@ShanuMathew93 on X 2025-07-24 18:32:43 UTC 10.4K followers, 2027 engagements

"For Trump's PA Energy and Innovation Summit I keep seeing $90-$100bn floated but haven't seen anyone track them all. This is what I found. Note these all aren't firm commitments and some are over several years but trying to back into that headline figure. -Blackstone-PPL up to $25BN: JV w/ PPL for FTM gas plants for data centers (agreement to build if they get a signed deal from hyperscaler but no ESAs yet); agreement calls out $25bn in digital and energy infra and help catalyze up to $60bn -Google $25BN: AI and data center infrastructure across Pennsylvania and neighboring states; includes"
@ShanuMathew93 on X 2025-07-16 16:14:15 UTC 10.4K followers, 16.2K 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"
@ShanuMathew93 on X 2025-04-23 12:19:59 UTC 10.4K followers, 8712 engagements

"Some data center market color chatter from personal convos and broker expert calls. You are welcome. DMs open if you want to trade notes if you're a developer/energy provider/etc. -No shortage of demand (lot see the build pipeline for next X years as highly visible and booked out) -Supply of projects is the questionable area: potentially up to XX% of inbounds developers are seeing are components vs. end-to-end solutions. E.g. - I have land gas connect or turbine but nothing else. Some of the splashiest PRs fall into this camp. -Hyperscalers utilities turbine OEMs all cleaning up pipelines to"
@ShanuMathew93 on X 2025-06-18 13:57:56 UTC 10.4K followers, 77.4K engagements

""While the 3-year forward window does little to incentivize new-build it does provide enough visibility to give existing power plants the knowledge they need to make retirement decisions. A developer cant use recent auction clears to underwrite a new gas plant. However a coal plant nearing the end of its useful life can see where the PJM auction clears and use that info to decide whether to stay on or retire. This is the purpose of the PJM capacity market to keep plants from retiring." @forrest_f_"
@ShanuMathew93 on X 2025-07-22 13:40:22 UTC 10.4K followers, 3266 engagements

""The turbine market has been prone to boom-bust cycles. The most dramatic bust followed the dot-com bubble when some experts predicted incorrectly that the internet would herald a new era of rising electricity demand" "Caution is warranted not least because of uncertainty over how much electricity AI will really need. those data centers wont all materialize if investors shut the funding spigot. Training and deploying AI could get more efficient reducing the need for power.""
@ShanuMathew93 on X 2025-07-24 14:05:19 UTC 10.4K followers, 8686 engagements

"Reuters: NextEra CEO says renewables needed as bridge to expanding gas power"
@ShanuMathew93 on X 2025-06-11 01:37:23 UTC 10.4K followers, 29.3K engagements

"Main AI takeaways from GOOGL call: -AI Overviews scaled to 2M+ monthly users across 200+ countries in XX languages -Google Cloud hit $50B annual revenue run rate driven by comprehensive AI portfolio and full-stack approach -Google operates leading AI-optimized data center network with widest TPU/GPU range - why "nearly all Gen AI unicorns" choose Google Cloud -Token processing doubled from XXX trillion to XXX trillion monthly since May - massive AI workload growth -Gemini app reached 450M monthly active users with 50%+ daily request growth vs 1Q25 -AI Overviews drive 10%+ more queries for"
@ShanuMathew93 on X 2025-07-24 00:34:51 UTC 10.4K followers, 1238 engagements