There are a lot of really interesting parts to this approved deal! - This isn't an off-grid project. The resources will be grid connected to MISO and sell energy + capacity into MISO. So a front of meter PPA, something FERC has no issues with. Once again, grid connectivity wins

.Elon Musk confirms xAI Colossus 2 will be 1GW+ and prior tweet confirms 550K GPUs at that scale. The era of GW+ training clusters is here. How quickly does it ramp up the GPUs to the 1GW now becomes the question?

Alternative theory: The rumors of Meta slowing down their AI hiring was actually a psyop to get everyone to accept their exploding offers or accelerate their process if they were in the middle of it

This would've been spicy "Elon Musk tried to enlist Meta CEO Mark Zuckerberg as part of his unsolicited $97.4 billion bid to takeover OpenAI earlier this year, according to court filings"

Digging into GPU rack pricing dyamics, and crossing with what consensus dollar growth/unit growth is to 2030 and it will be fascinating to see how NVIDIA's pricing elasticity holds. Will people pay $11m a rack in 2028 for example?

Trump buying treasuries JPow removing references to a 2% inflation target Inflation going up, rate cuts coming?

New era of government involvement in markets. Betting on US Fabs (or at least the need for them)

So much interest and activity in the EPC, MEP (mechanical, electrical, plumbing) type fields. Blackstone Energy Transition Partners acquired electrical services provider Shermco from Gryphon Investors for $1.6B including debt. Founded in 1974, Shermco provides

These guys have executed and grown very quick. Congrats to them! Crusoe Energy Systems plans to raise ~$1B at nearly $10B valuation, tripling from $2.8B in December. The AI infrastructure provider is building OpenAI/Oracle's $12B Texas Stargate campus and recently acquired Tel

.ThunderSaidEnergy compiled ELCCs across various studies across gen types. ELCC (Effective Load Carrying Capacity) measures how much a power source contributes during grid stress, as % of nameplate capacity. Nuclear & gas have highest ELCCs; wind/solar lower. Critical for capacity

Anyone know how much insulation a data center uses and how that compares to other end use cases? OC says take rate is "really high" for data centers

Hadn’t thought about it like this before but good way to think about it

Based

Can’t believe it actually worked for this crowd but here we are

Google has been stacking Ws these past few months. Props.