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@ShanuMathew93 Avatar @ShanuMathew93 Shanu Mathew

Shanu Mathew posts on X about infrastructure, open ai, microsoft, oracle the most. They currently have XXXXXX followers and 1393 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Social category influence stocks technology brands finance countries currencies fashion brands vc firms social networks

Social topic influence infrastructure #52, open ai #1428, microsoft #695, oracle #186, gpu #116, $googl #2713, meta #661, tx #50, debt #350, $2b #12

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) GE Vernova Inc. (GEV) Meta Platforms, Inc. (META) Bloom Energy Corporation (BE) Artificial Intelligence (AI4) AECOM (ACM) KKR & Co, Inc. (KKR)

Top Social Posts #

Top posts by engagements in the last XX hours

"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

""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

"@danielnewmanUV So if NVDA owns a share of OpenAI and they own a share of AMD he indirectly owns a share in his biggest competitor"
X Link @ShanuMathew93 2025-10-06T11:26Z 13K followers, 1442 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

"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

"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

"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, 2744 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, 61.4K 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, 321.9K 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, 40.2K engagements

"70% R&D compute vs. XX% inference"
X Link @ShanuMathew93 2025-10-10T18:41Z 13.1K followers, 4119 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, 42.2K 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, 23.1K 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, XX 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 13K followers, 3714 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, 5556 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 13K followers, 1326 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

"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

"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 13K followers, 2041 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

"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 12.9K followers, 12.7K 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 13K followers, 4715 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 13K followers, 19.9K 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 13K followers, 6351 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

"TIF reporting Oracle's Nvidia GPU rental biz hit $900M for T3M Aug-25 with only XX% gross margin (GM figure includes labor power and other direct costs of running data centers). Margins ranged 10-20% even as sales tripled. Some rentals lose money. After depreciation margins drop another 7pts. Shows tough economics of GPU cloud despite Oracle's AI revenue acceleration"
X Link @ShanuMathew93 2025-10-07T15:18Z 13K followers, 31.5K 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, 3335 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

"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 13K followers, 1539 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, 2648 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

"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 13K followers, 19.1K 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, 3216 engagements

"@CTReimagined On an equivalent matching basis to be clear"
X Link @ShanuMathew93 2025-10-15T23:55Z 13.1K followers, XXX 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, 2148 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, 50.2K 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 13K followers, 10.1K 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 13K followers, 5668 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

"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

"In this world of walled off silos don't agents become incredibly less valuable"
X Link @ShanuMathew93 2025-10-13T02:43Z 12.9K followers, 2847 engagements

"Applied Digital with some bullish commentary on their call CoreWeave exercised its option to expand their lease from 250MW to the full 400MW at Polaris Forge X increasing total contract value from $7B to $11B over XX years; the industry's limiting factor has shifted from GPU availability to the lack of data centers capable of supporting those GPUs Construction timelines shortened from XX months to 12-14 months with 700MW currently under construction across multiple parallel campuses; company has a 4GW active development pipeline (projects that could move to construction within 6-12 months)"
X Link @ShanuMathew93 2025-10-10T13:32Z 12.9K followers, 3760 engagements

"@ZackEiseman Yep. The deal is definitely spread out over several years but was more so just trying to frame the size of the potential deal. Basically if any customers grow or accelerate orders you likely need to flex up production to meet it"
X Link @ShanuMathew93 2025-10-13T12:59Z 12.9K followers, XX engagements

"More PE firms than McDonalds is an eye opening stat Not sustainable"
X Link @ShanuMathew93 2025-10-01T23:06Z 13K followers, 4172 engagements