Shanu Mathew
@ShanuMathew93
Climate, Investing, NBA, & Rap. SVP, Portfolio Manager - Sustainable Investing. Prev: Head of ESG, HY Credit, Startup (acq.) IB. Own Views. RTs ≠ endorsement.
A highlight from the @CSISEnergy's Electricity Supply Bottleneck on U.S. AI Dominance event hosted by @1reluctantcog! We dug into a variety of topics ranging from the growing computational intensity of the economy, the sustainability and trajectory of datacenter capex, and how…
It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents. A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!
"We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in…
Love this.
Truth: Worrying is a fool's errand. It gives you something to do, but nothing to show for it. It’s a treadmill for the mind. You move a lot. But go nowhere. Redirect the energy. The same brain that builds worst-case scenarios can build best-case plans. Big difference.
Google will stop allowing this, right? Or can they do nothing about it?
I would never have thought a new browser would replace Google Chrome for me until... Comet by @perplexity_ai came around. It uses less of my computer's memory, seamlessly transfers my Google Chrome data over, and possesses agent-like capabilities.
"An estimated 5.6% of U.S. search traffic on desktop browsers last month went to an AI-powered large language model like ChatGPT or Perplexity, according to Datos... But the percentage of traffic that went to browser-based AI search has more than doubled since June 2024, when it…
PJM capacity auction results for 2026/27 delivery are in. $329/MW-day. Hits price cap! More pressure from states on electricity bills will be forthcoming after this
Re: the new DOI scrutiny of wind and solar projects on Federal lands, that's like <5% of utility-scale solar projects, right? So, that shouldn't be a huge deal?
It is almost unbelievable the velocity of announcements coming out right now between talent wars, data center announcements, cluster sizes, sovereign agreements, etc.
Anthropic’s Dario Amodei is negotiating multibillion-dollar investments with UAE and Qatari sovereign funds, according to leaked recordings. If the deals close, the Gulf will become a primary source of non-US capital for frontier model scale-ups. Energy-rich states eager to…
AI free agency period is going crazy
🚨BREAKING: MICROSOFT POACHES MORE THAN 20 TOP AI TALENT FROM GOOGLE DEEPMIND
I would like to bring someone from @xai’s data center development team to DERVOS. Particularly someone who knows the power side. They’d be on stage alongside other hyperscalers, industrial power developers, neo-cloud providers, etc. Anyone have any recommendations?
Half million GPU clusters loading. Road to a million soon.
230k GPUs, including 30k GB200s, are operational for training Grok @xAI in a single supercluster called Colossus 1 (inference is done by our cloud providers). At Colossus 2, the first batch of 550k GB200s & GB300s, also for training, start going online in a few weeks. As Jensen…
On the Trump admin requiring Secretary-level approval of renewable project permits, via @JasonGrumet on @politico energy pod:
Another nuke 2x project budget (on the scale of 10s of $Billions; $20 -> $40BN!) “The opportunity is obvious: a new era of nuclear power. But the danger is clear: bill payers, not private investors, will take the hit for any cost overruns, and are most exposed to the risks”
UK’s £38bn Sizewell C nuclear plant secures private investment on.ft.com/44XKN9j
YTD there's been ~8GW of corporate solar PPA issuance in the US and ~75% of that is hyperscalers. Last two months were 1.6GW/each and were 100% hyperscalers.
