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This has to be a joke, right Riot Platforms, Inc.? If so, 🤣nice one. If not, please add part two to this video where you go stand on top of the flue of the nearest gas plant.

So this happened Microsoft Helion wsj.com/articles/micro…

Some thoughts on power & and AI data centers: 1) Tech giants care about SPEED TO MARKET. ANY power > CLEAN power in that order. They also care about sustainability targets and will still pursue them but will not forego tech targets in name of sustainability targets.

This is spot on

Data center energy use is spiking around the world as AI workloads soar. Are concerns over AI’s power demand justified? How is this contributing to the growing hunger for electricity? And what technologies and grid management techniques can address it? latitudemedia.com/events/transit…

There is zero carbon benefit from siting a datacenter next to an operating nuclear plant. Thanks for coming to my TED talk.

Meta energy team has been hard at work! Love hearing the tech leadership talking about these issues. I recall talking to a MS exec years ago about transmission challenges and he said, you know, I never thought in my entire career I would be thinking about this topic.

7 out of the 10 largest companies in the world by market cap are very electricity-dependent, and one is a major US electricity producer. We have entered the electricity era.

What John said 👍

Great thread on the BloombergNEF EV report, but this one really got me 🤣. H2 passenger vehicles are the classic case of you can do something, but why should you?

Big day for Cloverleaf! wsj.com/articles/sandb…

look, I don’t have a dog in this fight anymore. But sometimes it feels like people taking shots at the companies that have done more to accelerate the deployment of renewable energy is like yelling at someone at a farmers market as to why they’re not growing their own tomatoes.

Couldn't have said it better myself

Unsolicited advice to SMR developers, don't make them look expensive, it's not going to help your cause 🤦‍♂️

👇 This. AI demand creates a platform for accelerating deployment of technologies that otherwise would take a decade or more to achieve commercialization. Add to the list, reconductoring, LDES, superconducting transmission, DLR...

Demand is the key unblock for tech deployment. Always has been. Pull is always better than a push

every company is an energy company now

Well, if McKinsey said it🤷. Look, I'm pretty bullish datacenters but this is clearly nonsense. I don't even doubt that there is 83GW of demand, there very well may be. What there will not be is 83GW supply to meet that demand.