Jim P. (@pearsonpc) 's Twitter Profile
Jim P.

@pearsonpc

Hi! This is a hate-free zone, where I get my news.

ID: 23942367

calendar_today12-03-2009 13:02:53

3,3K Tweet

648 Followers

2,2K Following

Shanu Mathew (@shanumathew93) 's Twitter Profile Photo

New Rob Gramlich Grid Strategies report sees forecast revisions upward yet again 🚨🧵 -5-year utility forecasts jumped from 24 GW (2022) to 166 GW (2025) - equivalent to adding 15x NYC's peak load -Data centers driving 55% of total demand growth through 2030 (90/166 GW), with

New <a href="/RobGramlichDC/">Rob Gramlich</a> Grid Strategies report sees forecast revisions upward yet again 🚨🧵

-5-year utility forecasts jumped from 24 GW (2022) to 166 GW (2025) - equivalent to adding 15x NYC's peak load
-Data centers driving 55% of total demand growth through 2030 (90/166 GW), with
Alejandro Borjas (@borjasalejandr) 's Twitter Profile Photo

$IREN CEO Dan Roberts says that AI demand is growing so fast that the company “can’t meet the demand fast enough.” “The key advantage for us is we’ve got the data centers, we’ve got the power and land today. We’re actively installing these GPUs every day to meet the demand.” 📈

Shay Boloor (@stocksavvyshay) 's Twitter Profile Photo

$NVDA delivered 😏 • Sales $57B vs Est. $55B • EPS $1.30 vs Est. $1.26 • Data Center Sales $51.2B vs Est. $48.6B • Gross Margins 74% vs. Est. 74% Q4 Guidance • Sales $65B vs Est. $62B

$NVDA delivered  😏

• Sales $57B vs Est. $55B
• EPS $1.30 vs Est. $1.26
• Data Center Sales $51.2B vs Est. $48.6B
• Gross Margins 74% vs. Est. 74%

Q4 Guidance
• Sales $65B vs Est. $62B