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@ShanuMathew93 "Some stats at 1GW data center scale: X GW = $50BN-$60BN (Jensen NVIDIA) XX GW = 4-5M GPUs so 500K GPUs per 1GW (Jensen NVIDIA) % Cost of Build: (SemiAnalysis): Accelerators and servers: XX% of build (GPUs + custom ASICs) Networking and optics: XX% Power and cooling: XX% Building and shell: XX% (SemiAnalysis) Can require up to 1000 industrial-scale chillers (Joe Phaidra)"
X Link @ShanuMathew93 2025-10-04T14:30Z 13.1K followers, 19.1K engagements

"Ngl whoever came up with MANGO crushed. Hate to admit thats a bar Now in the age of generative AI a new term is taking hold: MANGO Microsoft Anthropic Nvidia Google DeepMind and OpenAI"
X Link @ShanuMathew93 2025-10-15T13:28Z 13.1K followers, XXX engagements

"If you click into the note they link it seems like the MS Wealth Mgmt CIO's argument was: Hyperscaler capex boom showing potential 'cracks' based on: 1) Free cash flow slowing/turning negative as $400B+ annual spending outpaces returns in the near-term 2) AI funding sources (digital ads media cloud) face increasing saturation/competition/costs 3) Debt-financed deals & vendor-financing can be viewed in a concerning lens"
X Link @ShanuMathew93 2025-10-03T13:19Z 13.1K followers, 17.3K 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 13.1K followers, 3776 engagements

"@CTReimagined On an equivalent matching basis to be clear"
X Link @ShanuMathew93 2025-10-15T23:55Z 13.1K followers, XXX engagements

"It begins Sam Altman is on a global fundraising tour to secure chip supply & financing for OpenAI's massive infrastructure expansion. After Nvidia's $100B deal he's meeting Asian chip makers/partners & UAE investors to support plans to reach $400B in computing costs by 2029"
X Link @ShanuMathew93 2025-10-04T16:27Z 13.1K followers, 12.2K engagements

""In terms of new deals Magouyrk said Oracle strikes many contracts worth hundreds of millions but they often go unnoticed. Rather than putting all of its eggs in one customer basketor rather than solely relying on OpenAI as its primary AI customerOracle has a more varied business than many realize" Co-CEO of Oracle Clay Magouyrk per WSJ"
X Link @ShanuMathew93 2025-10-15T14:15Z 13K followers, XXX 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 13.1K followers, 20.7K 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 13.1K followers, 7298 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 13.1K followers, 6784 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 13.1K followers, 13.3K 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 13.1K followers, 71.9K engagements

"70% R&D compute vs. XX% inference"
X Link @ShanuMathew93 2025-10-10T18:41Z 13.1K followers, 4122 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 13.1K followers, 42.3K engagements

"Didn't realize Abilene is starting to run OCI workloads as of a few days ago. Within a year they got multiple buildings energized. Within a few months got racks installed and running both training and inference workloads. Congrats to the @CrusoeAI team that's impressive "ABILENE TX September XX 2025 Crusoe the industrys first vertically integrated AI infrastructure provider today announced that the first phase of Stargates flagship data center campus in Abilene Texas is now up and running on Oracle Cloud Infrastructure (OCI) and continues to progress rapidly. Construction of the"
X Link @ShanuMathew93 2025-10-04T15:43Z 13K followers, 8121 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 13.1K followers, 25.3K 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 13.1K followers, 4910 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 13.1K followers, 24.5K engagements

"This is really interesting. @EpochAIResearch's paper guestimates that GPT-5s final training FLOPs were lower than earlier frontier runs because i) the base model is likely mid-sized rather than very large and ii) a lot of the improvement came from reinforcement learning (RL) and post-training rather than giant pretraining runs. Less compute in the paper refers to fewer final FLOPs not necessarily less electricity. Because GPT-5 leaned more on RL/post-training which has lower GPU utilization it could easily consume more GPU-hours. That typically means more energy unless offset by better"
X Link @ShanuMathew93 2025-10-10T15:35Z 13.1K followers, 2041 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 13.1K followers, 2152 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 13.1K followers, 3456 engagements

""Microsofts data-center crunch will continue for longer into 2026 than the company has previously outlined underscoring the software giants struggles to keep up with cloud demand. Many of Microsofts US data center regions are experiencing shortages of physical space or servers according to people familiar with the companys internal forecasts." Its been almost impossible to build capacity fast enough since ChatGPT and GPT-4 launched Chief Technology Officer Kevin Scott said in early October""
X Link @ShanuMathew93 2025-10-09T20:10Z 13.1K followers, 50.3K 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 13.1K followers, 6788 engagements

"LS Electric wins $46M contract to supply power distribution equipment for unnamed US hyperscale AI data center. Korean firm will deliver equipment within a microgrid system starting Feb 2026 over X months. Client is major tech company under NDA. LS holds XX% of South Korea's data center power market"
X Link @ShanuMathew93 2025-09-03T15:17Z 13K followers, 3517 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 13.1K followers, 5680 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 13.1K followers, 5676 engagements

"Separate but related: "The UAE has launched the worlds first large-scale round-the-clock gigascale energy storage project in Abu Dhabi. The project will feature the largest combined solar and battery energy storage system (BESS) in the world with a 5.2GW solar photovoltaic (PV) plant and a XX gigawatt-hour (GWh) BESS.""
X Link @ShanuMathew93 2025-10-13T20:37Z 13.1K followers, 3527 engagements

"Depending on the metric you can get third party assurance on claims or if you've raised a sustainability-linked loan or bond you may be required to. As always there's a spectrum of what's validated impactful real and what's just marketing. Have to meet the market where it is. Standards and behaviors move fast. Lot of structure doesn't exist in these markets or reporting frameworks and is getting started"
X Link @ShanuMathew93 2025-10-15T18:07Z 13.1K followers, XXX 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 13.1K followers, 3735 engagements

"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 13.1K followers, 204.4K 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 13K followers, 10.6K engagements

"If you use a $3000/kW price point (Product ASP / kilowatts shipped) $5BN deal represents 1.67GW which is effectively all of their production capacity through 2026 So if AEP orders more (100MW of a up to 1GW deal) they need to scale up production again"
X Link @ShanuMathew93 2025-10-13T12:52Z 13.1K followers, 4724 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 13.1K followers, 1151 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 13.1K followers, 20K engagements

"Per S&P as of Aug-25 claimed VoltaGrid has deployed more than 1.5GW of distributed natural gas generation capacity since its founding in 2021 so this more than 2x's the size of the entire business. +They announced 1GW with Vantage in Feb so +2.3GW with OCI is a massive jump up in deployment size. Hard not to see this as a sign of the demand for and acceptance of the BTM/bridge power thesis"
X Link @ShanuMathew93 2025-10-15T15:09Z 13.1K followers, XXX engagements

"From this WSJ piece on the Colossus and Colossus X efforts. Would also call this out: "In August xAI filed an application for a permit to eventually have XX permanent natural-gas turbines in Southaven that could generate over a gigawatt of power""
X Link @ShanuMathew93 2025-10-06T13:57Z 13.1K followers, 2745 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 13K followers, 1307 engagements

"Microsoft datacenter lead on what we need to build next-gen data centers. The overarching theme is "chip to grid systems thinking" - treating the entire infrastructure stack as an integrated system rather than isolated components. -New distribution technology that can handle racks jumping from under XX kW (2018) to hundreds of kW per rack (present+) -Low/zero-emission backup power replacing diesel generators with 8-24 hour long-duration energy storage at campus scale -Grid-friendly embedded power electronics that smooth AI training's rapid power ramps preventing voltage dips and grid"
X Link @ShanuMathew93 2025-10-02T20:08Z 13.1K followers, 19.3K engagements

"NVIDIAs new power profiles are preset modes for Blackwell-generation GPUs that automatically tune dozens of low-level power and frequency knobs based on the kind of job youre running (AI training AI inference or HPC). Pick Max-Q to save energy with minimal speed hit or Max-P to squeeze a bit more performance at the same power. In NVIDIAs tests Max-Q cuts energy 1015% with X% performance loss which in a power-capped data center translates to XXX% more total throughput"
X Link @ShanuMathew93 2025-10-11T15:04Z 13.1K followers, 6360 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 13.1K followers, 42.2K 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 13.1K followers, 84.3K engagements

""There is still strong growth in data center construction but the current growth rate at XX% is lower than the XX% observed two years ago" Law of large numbers the main driver here but something notable relative to the level of enthusiasm in the market"
X Link @ShanuMathew93 2025-10-13T12:03Z 13K followers, 1930 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 13.1K followers, 322.2K engagements

"Comes through: BlackRocks GIP & MGX buy Aligned Data Centers for $40B (incl. debt) from Macquarie Asset Mgmt. Aligned: Texas-based XX campuses/78 data centers across US & S. America. Largest-ever data center deal betting on AI boom. Close: H1 2026"
X Link @ShanuMathew93 2025-10-15T11:50Z 13.1K followers, 5690 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 13.1K followers, 3777 engagements

"Transition funds showing life: "Brookfield Asset Management said on Tuesday that it had raised $XX billion for the worlds biggest private fund dedicated to the clean-energy transition. That coincided with an announcement from Resolution Investors former Generation Execs LLP that it had launched a global equity climate fund targeting $X billion within a few years.""
X Link @ShanuMathew93 2025-10-07T13:00Z 13.1K followers, 1327 engagements

"KKR & Canada Pension Plan buy XX% of Sempra Infrastructure for $10B implying $22.2B equity/$31.7B enterprise value. KKR consortium becomes majority owner (65%) vs Sempras 25%. Closes Q2-Q3 2026. Platform owns 4GW power operating or under construction in Mexico + 1.6MW of renewables and a gas plant"
X Link @ShanuMathew93 2025-09-23T22:37Z 13K followers, 1876 engagements

"Renewable energy procurement is a spectrum of cost x impact x emissions avoidance. They specifically call out matching (typically done on an equivalent annual basis which does have a wide error bar). It isn't meant to be a gotcha. Lot of people miss the nuance. Same principle of water restoration as a volumetric accounting principle. Highest impact is with respect to the exact and local watershed you are withdrawing and impacting from. Less impactful is to local watersheds or nowhere near where you drew water from. Portfolio of projects can help you achieve XXX% - infra fixes watershed"
X Link @ShanuMathew93 2025-10-15T17:50Z 13.1K followers, 3591 engagements

"More PE firms than McDonalds is an eye opening stat Not sustainable"
X Link @ShanuMathew93 2025-10-01T23:06Z 13.1K followers, 4175 engagements

""Google is announcing a new $X billion investment in South Carolina through 2027. This funding will expand our Berkeley County data center campus and support the continued construction of two new sites in Dorchester County""
X Link @ShanuMathew93 2025-10-13T18:40Z 13K followers, 4722 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 13.1K followers, 5210 engagements

"BTW MSFT stood up X GW in the last XX months."We stood up more than X gigawatts of new capacity over the past XX months alone. And we continue to scale our own data center capacity faster than any other competitor." Satya (CEO) on earnings call 7/30/25. So multiple GWs coming in the next 2-3 years:Even our most ambitious forecasts are just turning out to be insufficient on a regular basis. And so . we deployed an incredible amount of capacity over the past year and it will be even more over the coming handful of years" Microsoft CTO recently"
X Link @ShanuMathew93 2025-10-01T15:28Z 13K followers, 23.8K engagements