[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @ShanuMathew93 Shanu Mathew Shanu Mathew posts on X about ai, $googl, gas, open ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1136075085851308033/interactions)  - X Week XXXXXXXXX +276% - X Month XXXXXXXXX +126% - X Months XXXXXXXXXX +893% - X Year XXXXXXXXXX +652% ### Mentions: XX [#](/creator/twitter::1136075085851308033/posts_active)  - X Week XX -XX% - X Month XXX +6.40% - X Months XXX +242% - X Year XXXXX +211% ### Followers: XXXXXX [#](/creator/twitter::1136075085851308033/followers)  - X Week XXXXXX +2.60% - X Month XXXXXX +8.90% - X Months XXXXXX +78% - X Year XXXXXX +115% ### CreatorRank: XXXXXXX [#](/creator/twitter::1136075085851308033/influencer_rank)  ### Social Influence **Social category influence** [technology brands](/list/technology-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXX% [vc firms](/list/vc-firms) XXXX% [travel destinations](/list/travel-destinations) XXXX% [countries](/list/countries) XXXX% [events](/list/events) XXXX% **Social topic influence** [ai](/topic/ai) 15.71%, [$googl](/topic/$googl) #1399, [gas](/topic/gas) #1106, [open ai](/topic/open-ai) #651, [strong](/topic/strong) #1599, [meta](/topic/meta) #3662, [wilson](/topic/wilson) 2.86%, [artificial intelligence](/topic/artificial-intelligence) 2.86%, [$50bn](/topic/$50bn) 2.86%, [over the](/topic/over-the) XXXX% **Top accounts mentioned or mentioned by** [@citrini7](/creator/undefined) [@dzywietz](/creator/undefined) [@pipesandpower](/creator/undefined) [@thevalueist](/creator/undefined) [@brennanwoodruff](/creator/undefined) [@cornoisseur](/creator/undefined) [@realjohnlaurens](/creator/undefined) [@ramez](/creator/undefined) [@abemurray](/creator/undefined) [@google](/creator/undefined) [@alphasenseinc](/creator/undefined) [@energysaid](/creator/undefined) [@jigarshahdc](/creator/undefined) [@booshcarron](/creator/undefined) [@crusoeai](/creator/undefined) [@helixcapital](/creator/undefined) [@lukateake](/creator/undefined) [@brycejohanneck](/creator/undefined) [@saitinerant](/creator/undefined) [@benitoz](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [NextEra Energy Inc (NEE)](/topic/$nee) [IBM (IBM)](/topic/ibm) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last XX hours "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](https://x.com/ShanuMathew93/status/1990441048636596703) 2025-11-17T15:25Z 16.7K followers, 1.8M 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](https://x.com/ShanuMathew93/status/1996980148625662062) 2025-12-05T16:29Z 16.7K followers, 80.8K 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](https://x.com/ShanuMathew93/status/1998090233078845849) 2025-12-08T18:00Z 16.7K followers, 8301 engagements "Reminder that Nextera has built and operates more natural gas than nearly anyone the last two decades" [X Link](https://x.com/ShanuMathew93/status/1998102763457380790) 2025-12-08T18:49Z 16.7K followers, XXX 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](https://x.com/ShanuMathew93/status/1998105300046418364) 2025-12-08T19:00Z 16.7K followers, 4803 engagements "Equity capital markets bankers getting ready for the most competitive bake-offs ever" [X Link](https://x.com/ShanuMathew93/status/1996060269072842840) 2025-12-03T03:33Z 16.7K followers, 68.4K 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](https://x.com/ShanuMathew93/status/1997676219010306101) 2025-12-07T14:35Z 16.7K followers, 64.7K 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](https://x.com/ShanuMathew93/status/1998050323118620881) 2025-12-08T15:21Z 16.7K followers, 12.9K 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](https://x.com/ShanuMathew93/status/1998084471648628862) 2025-12-08T17:37Z 16.7K followers, XXX engagements "Notable slides from NextEra's investor day -Notable shift to BYOG and all the above" [X Link](https://x.com/ShanuMathew93/status/1998101572463812757) 2025-12-08T18:45Z 16.7K followers, 9346 engagements "Generation buildout coming from all sources. They see nameplate capacity going from XXX TW to XXX TW by 2032. Capacity shortfalls in MISO PJM & ERCOT expected to be 20GW by 2032. SPP X GW shortfall" [X Link](https://x.com/ShanuMathew93/status/1998101698557141167) 2025-12-08T18:45Z 16.7K followers, XXX engagements "Leading partner for hyperscalers with XX GW either in operation and backlog or under a joint development & collaboration agreement They see the pipeline for 20+ data center hubs they can build implying a base case of +15GW by 2035 with an upside case of 30GW by 2035" [X Link](https://x.com/ShanuMathew93/status/1998101706098540690) 2025-12-08T18:45Z 16.7K followers, XXX 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](https://x.com/ShanuMathew93/status/1998350585238540412) 2025-12-09T11:14Z 16.7K followers, 2311 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](https://x.com/ShanuMathew93/status/1975193560371565035) 2025-10-06T13:36Z 16.6K followers, 4283 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](https://x.com/ShanuMathew93/status/1982514110072844705) 2025-10-26T18:26Z 16.6K followers, 8508 engagements ""Utilities and aggregators are deploying software platforms called distributed energy resource management systems (DERMS) to control load from electric vehicles heat pumps and behind-the-meter resources. This can limit the need for grid investment but adoption remains uneven.The US grid is rapidly decentralizing. BloombergNEF estimates that the country will add XX gigawatts (GW) of new distributed solar and behind-the-meter storage over 2026-2030 up X% from 2021-2025."" [X Link](https://x.com/ShanuMathew93/status/1993729542666530971) 2025-11-26T17:12Z 16.6K followers, 5324 engagements "Banana pudding is both elite and underrated pantheon of incredible desserts but doesnt get its respect" [X Link](https://x.com/ShanuMathew93/status/1994197198687379939) 2025-11-28T00:10Z 16.6K followers, 5766 engagements "Latest utility datacenter pipeline updates per Think Longer query on @AlphaSenseInc" [X Link](https://x.com/ShanuMathew93/status/1995297338659946733) 2025-12-01T01:02Z 16.6K followers, 10.5K engagements ""Over the past XX months many hyperscalers have turned to IPPs which own generation assets set their own electricity prices and can often move faster than regulated utilities. We are seeing hyperscalers willing to pay 3-4x the regulated or market rate for expedited access to these large energy resources."" [X Link](https://x.com/ShanuMathew93/status/1995843928059195566) 2025-12-02T13:14Z 16.6K followers, 48.4K 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](https://x.com/ShanuMathew93/status/1995955254228361250) 2025-12-02T20:36Z 16.6K followers, 27K engagements "Anthropic has tapped law firm Wilson Sonsini to begin work on one of the largest initial public offerings ever which could come as soon as 2026 as the artificial intelligence start-up races OpenAI to the public market" [X Link](https://x.com/ShanuMathew93/status/1996059993397719055) 2025-12-03T03:32Z 16.6K followers, 74.9K engagements "$80 billion for a single GW This is markedly higher than other estimates (m like Jensen $50-$60 or the market anchoring to $40-$50bn. That core assumption being off or changing throws off all the other cals as its the key input" [X Link](https://x.com/ShanuMathew93/status/1996071873004929478) 2025-12-03T04:19Z 16.6K followers, 7813 engagements "There is virtually zero chance we see a bunch of SMRs deployed in the wild within 6-7 years at utility scale let alone enough to consist of a network of distributed SMRs where everyone has blocks of hundreds of MW on their own" [X Link](https://x.com/ShanuMathew93/status/1996350291097350631) 2025-12-03T22:46Z 16.6K followers, 34.1K 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](https://x.com/ShanuMathew93/status/1996610593013334187) 2025-12-04T16:00Z 16.6K followers, 3627 engagements "Mizuho: "Based on our analysis we estimate an aggregated 25GW30GW increase for planned AI data centers in the US in 20262028. This translates into an est of 8GW10GW per year in the US." Mizuho's US hyperscale AIDC (CSP and neo-clouds) accumulated GW deployment schedule: 2025: XX GW 2026: XX GW 2027: XX GW 2028: XX GW 2029 XX GW" [X Link](https://x.com/ShanuMathew93/status/1996941177073877380) 2025-12-05T13:54Z 16.6K followers, 4336 engagements "Personal LLM usage update: -XXX Thinking and Gemini X Pro Thinking for most searches -Opus XXX for complex prompts/projects has been spectacular alongside the other two -Grok - They throttled the free version It's insanely short and brief now even when prompted for more detail" [X Link](https://x.com/ShanuMathew93/status/1996961421406482497) 2025-12-05T15:14Z 16.6K followers, 3433 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](https://x.com/ShanuMathew93/status/1998415828065333621) 2025-12-09T15:33Z 16.7K followers, 3387 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](https://x.com/ShanuMathew93/status/1996186907852648887) 2025-12-03T11:57Z 16.7K followers, 1.5M 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](https://x.com/ShanuMathew93/status/1996688419318104309) 2025-12-04T21:09Z 16.7K followers, 50K engagements "Renewables and storage most actionable today. 2031 LCOEs $/MWh: -Wind: $60-70 ready today thru 2030s -Solar: $60-$75 ready today thru 2030s -Nat Gas Combined Cycle: $90-$105 2030s onward -2035 SMR: $145-$165 2035 onward Strong opportunity to re-contract existing fleet PPAs too" [X Link](https://x.com/ShanuMathew93/status/1998101702336258220) 2025-12-08T18:45Z 16.7K followers, XXX engagements "Storage offers speed-to-market and compelling cost advantages in a market that demands capacity Levelized cost of capacity for 4-hour storage competitive with gas peakers across key markets* *Assumes gas peaker CapEx range of $1900$2600/kW based on regions; assumes ITC tax credits for storage" [X Link](https://x.com/ShanuMathew93/status/1998102009040216326) 2025-12-08T18:46Z 16.7K followers, XXX 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](https://x.com/ShanuMathew93/status/1998102580245975472) 2025-12-08T18:49Z 16.7K followers, XXX 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](https://x.com/ShanuMathew93/status/1993415651156017599) 2025-11-25T20:25Z 16.7K followers, 4308 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](https://x.com/ShanuMathew93/status/1998517976707084582) 2025-12-09T22:19Z 16.7K followers, 4642 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@ShanuMathew93 Shanu Mathew
Shanu Mathew posts on X about ai, $googl, gas, open ai the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXXXX +276%
- X Month XXXXXXXXX +126%
- X Months XXXXXXXXXX +893%
- X Year XXXXXXXXXX +652%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +6.40%
- X Months XXX +242%
- X Year XXXXX +211%
Followers: XXXXXX #
- X Week XXXXXX +2.60%
- X Month XXXXXX +8.90%
- X Months XXXXXX +78%
- X Year XXXXXX +115%
CreatorRank: XXXXXXX #
Social Influence
Social category influence technology brands XXXXX% stocks XXXXX% finance XXXX% vc firms XXXX% travel destinations XXXX% countries XXXX% events XXXX%
Social topic influence ai 15.71%, $googl #1399, gas #1106, open ai #651, strong #1599, meta #3662, wilson 2.86%, artificial intelligence 2.86%, $50bn 2.86%, over the XXXX%
Top accounts mentioned or mentioned by @citrini7 @dzywietz @pipesandpower @thevalueist @brennanwoodruff @cornoisseur @realjohnlaurens @ramez @abemurray @google @alphasenseinc @energysaid @jigarshahdc @booshcarron @crusoeai @helixcapital @lukateake @brycejohanneck @saitinerant @benitoz
Top assets mentioned Alphabet Inc Class A (GOOGL) NextEra Energy Inc (NEE) IBM (IBM) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last XX hours
"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
"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, 80.8K 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, 8301 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
"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, 4803 engagements
"Equity capital markets bankers getting ready for the most competitive bake-offs ever"
X Link 2025-12-03T03:33Z 16.7K followers, 68.4K 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, 64.7K 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, 12.9K 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
"Notable slides from NextEra's investor day -Notable shift to BYOG and all the above"
X Link 2025-12-08T18:45Z 16.7K followers, 9346 engagements
"Generation buildout coming from all sources. They see nameplate capacity going from XXX TW to XXX TW by 2032. Capacity shortfalls in MISO PJM & ERCOT expected to be 20GW by 2032. SPP X GW shortfall"
X Link 2025-12-08T18:45Z 16.7K followers, XXX engagements
"Leading partner for hyperscalers with XX GW either in operation and backlog or under a joint development & collaboration agreement They see the pipeline for 20+ data center hubs they can build implying a base case of +15GW by 2035 with an upside case of 30GW by 2035"
X Link 2025-12-08T18:45Z 16.7K followers, XXX 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, 2311 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 2025-10-06T13:36Z 16.6K followers, 4283 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 16.6K followers, 8508 engagements
""Utilities and aggregators are deploying software platforms called distributed energy resource management systems (DERMS) to control load from electric vehicles heat pumps and behind-the-meter resources. This can limit the need for grid investment but adoption remains uneven.The US grid is rapidly decentralizing. BloombergNEF estimates that the country will add XX gigawatts (GW) of new distributed solar and behind-the-meter storage over 2026-2030 up X% from 2021-2025.""
X Link 2025-11-26T17:12Z 16.6K followers, 5324 engagements
"Banana pudding is both elite and underrated pantheon of incredible desserts but doesnt get its respect"
X Link 2025-11-28T00:10Z 16.6K followers, 5766 engagements
"Latest utility datacenter pipeline updates per Think Longer query on @AlphaSenseInc"
X Link 2025-12-01T01:02Z 16.6K followers, 10.5K engagements
""Over the past XX months many hyperscalers have turned to IPPs which own generation assets set their own electricity prices and can often move faster than regulated utilities. We are seeing hyperscalers willing to pay 3-4x the regulated or market rate for expedited access to these large energy resources.""
X Link 2025-12-02T13:14Z 16.6K followers, 48.4K 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 16.6K followers, 27K engagements
"Anthropic has tapped law firm Wilson Sonsini to begin work on one of the largest initial public offerings ever which could come as soon as 2026 as the artificial intelligence start-up races OpenAI to the public market"
X Link 2025-12-03T03:32Z 16.6K followers, 74.9K engagements
"$80 billion for a single GW This is markedly higher than other estimates (m like Jensen $50-$60 or the market anchoring to $40-$50bn. That core assumption being off or changing throws off all the other cals as its the key input"
X Link 2025-12-03T04:19Z 16.6K followers, 7813 engagements
"There is virtually zero chance we see a bunch of SMRs deployed in the wild within 6-7 years at utility scale let alone enough to consist of a network of distributed SMRs where everyone has blocks of hundreds of MW on their own"
X Link 2025-12-03T22:46Z 16.6K followers, 34.1K 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 16.6K followers, 3627 engagements
"Mizuho: "Based on our analysis we estimate an aggregated 25GW30GW increase for planned AI data centers in the US in 20262028. This translates into an est of 8GW10GW per year in the US." Mizuho's US hyperscale AIDC (CSP and neo-clouds) accumulated GW deployment schedule: 2025: XX GW 2026: XX GW 2027: XX GW 2028: XX GW 2029 XX GW"
X Link 2025-12-05T13:54Z 16.6K followers, 4336 engagements
"Personal LLM usage update: -XXX Thinking and Gemini X Pro Thinking for most searches -Opus XXX for complex prompts/projects has been spectacular alongside the other two -Grok - They throttled the free version It's insanely short and brief now even when prompted for more detail"
X Link 2025-12-05T15:14Z 16.6K followers, 3433 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, 3387 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
"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, 50K engagements
"Renewables and storage most actionable today. 2031 LCOEs $/MWh: -Wind: $60-70 ready today thru 2030s -Solar: $60-$75 ready today thru 2030s -Nat Gas Combined Cycle: $90-$105 2030s onward -2035 SMR: $145-$165 2035 onward Strong opportunity to re-contract existing fleet PPAs too"
X Link 2025-12-08T18:45Z 16.7K followers, XXX engagements
"Storage offers speed-to-market and compelling cost advantages in a market that demands capacity Levelized cost of capacity for 4-hour storage competitive with gas peakers across key markets* *Assumes gas peaker CapEx range of $1900$2600/kW based on regions; assumes ITC tax credits for storage"
X Link 2025-12-08T18:46Z 16.7K followers, XXX 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
"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, 4308 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, 4642 engagements