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NVIDIA's new Blackwell chips need 800V DC. Bloom Energy's box outside data centers outputs exactly that, using natural gas. Coincidence or genius? AI needs reliable, 24/7 power that solar & turbines can't fully provide. $NVDA

Tom Nash

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32,156 次观看 • 8 个月前 •via X (Twitter)

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$GEV NATURAL GAS TURBINES ARE SOLD OUT TILL 2029 👀 “All of the hyperscalers are using natural gas to power their AI data centers” By 2030 it’s projected that one-third of AI data centers will be powered by onsite generation

$GEV NATURAL GAS TURBINES ARE SOLD OUT TILL 2029 👀 “All of the hyperscalers are using natural gas to power their AI data centers” By 2030 it’s projected that one-third of AI data centers will be powered by onsite generation

Small Cap Snipa

94,128 次观看 • 3 个月前

At the WEF, Larry Fink ironically destroys net-zero when it comes to the power needed for AI: "By 2030 [data centers] need 30 gigawatts.. Where's that power gonna come from? To power these data companies you can't have intermittent power like wind & solar"

At the WEF, Larry Fink ironically destroys net-zero when it comes to the power needed for AI: "By 2030 [data centers] need 30 gigawatts.. Where's that power gonna come from? To power these data companies you can't have intermittent power like wind & solar"

Tim Hinchliffe

153,916 次观看 • 2 年前

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

108,068 次观看 • 2 个月前

China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars, and I love the vision, Elon executes, no question. But here on Earth, right now, we have a brutal reality problem. The grid is tapped out, demand for AI data centers is exploding, and we are nowhere close to keeping up. China added roughly 500 gigawatts of power last year. We added excuses. Nuclear matters, but it's 10 to 15 years away and AI does not wait. That is why my money is going into stranded natural gas, combined cycle turbines, and massive land tied directly to permits, power, fiber, water, and air rights all in one place. Whoever controls reliable, scalable power wins, and if we don't fix the grid fast, we lose.

China is eating our lunch on AI power. Period. You can dream about data centers in space and cities on Mars, and I love the vision, Elon executes, no question. But here on Earth, right now, we have a brutal reality problem. The grid is tapped out, demand for AI data centers is exploding, and we are nowhere close to keeping up. China added roughly 500 gigawatts of power last year. We added excuses. Nuclear matters, but it's 10 to 15 years away and AI does not wait. That is why my money is going into stranded natural gas, combined cycle turbines, and massive land tied directly to permits, power, fiber, water, and air rights all in one place. Whoever controls reliable, scalable power wins, and if we don't fix the grid fast, we lose.

Kevin O'Leary aka Mr. Wonderful

51,438 次观看 • 8 个月前

The challenge we have against the Chinese is they're building 10X the power we are. We've had permitting problems across the country. Utah stepped up and said, "Look, we can compete. Not only do we have the land, 40,000 acres, we've got a pipeline running through the land, and we have this designation that can accelerate permitting." We're building power from scratch from the pipeline and using Natural gas that we're gonna burn with turbines clean. But we can also give back to the grid. That's good for the community. But for the country, we need to compete with China. We need to lead in AI in perpetuity. Data centers are what we need and we need them now, and Utah's stepped up.

The challenge we have against the Chinese is they're building 10X the power we are. We've had permitting problems across the country. Utah stepped up and said, "Look, we can compete. Not only do we have the land, 40,000 acres, we've got a pipeline running through the land, and we have this designation that can accelerate permitting." We're building power from scratch from the pipeline and using Natural gas that we're gonna burn with turbines clean. But we can also give back to the grid. That's good for the community. But for the country, we need to compete with China. We need to lead in AI in perpetuity. Data centers are what we need and we need them now, and Utah's stepped up.

Kevin O'Leary aka Mr. Wonderful

28,232 次观看 • 5 个月前

After years of pushing wind and solar, BlackRock's Larry Fink now admits forcing economies onto intermittent power was a mistake. We need dispatchable power, he says, or risk energy shortages." That admission comes after grids have already been weakened though, after bills have already surged, and after energy security has long been eroded. Then there's Bill Gates. In 2019, Gates said he had divested from fossil fuels, but his filings show otherwise. In 2024, the Gates Foundation Trust held hundreds of millions of dollars in fossil fuel companies, its largest exposure in years. Today, the companies backed by Gates emit more CO2 annually than Russia, Japan and Germany combined. Like Fink, Gates has conceded that reliable energy is indispensable, and that he no longer considers global warming an existential threat. The timing of this backtracking isn't a coincidence. It comes as the elites envision a new golden control method: artificial intelligence. AI data centers require enormous energy inputs that intermittent renewables simply cannot provide. Wind and solar were imposed on economies, but they are not good enough for AI data centers. When elite infrastructure is at stake, dispatchable power suddenly matters. Climate change has served its purpose though: increased control and a massive wealth transfer. Now comes the next power play.

After years of pushing wind and solar, BlackRock's Larry Fink now admits forcing economies onto intermittent power was a mistake. We need dispatchable power, he says, or risk energy shortages." That admission comes after grids have already been weakened though, after bills have already surged, and after energy security has long been eroded. Then there's Bill Gates. In 2019, Gates said he had divested from fossil fuels, but his filings show otherwise. In 2024, the Gates Foundation Trust held hundreds of millions of dollars in fossil fuel companies, its largest exposure in years. Today, the companies backed by Gates emit more CO2 annually than Russia, Japan and Germany combined. Like Fink, Gates has conceded that reliable energy is indispensable, and that he no longer considers global warming an existential threat. The timing of this backtracking isn't a coincidence. It comes as the elites envision a new golden control method: artificial intelligence. AI data centers require enormous energy inputs that intermittent renewables simply cannot provide. Wind and solar were imposed on economies, but they are not good enough for AI data centers. When elite infrastructure is at stake, dispatchable power suddenly matters. Climate change has served its purpose though: increased control and a massive wealth transfer. Now comes the next power play.

Electroverse

26,404 次观看 • 19 天前

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available

Elon Musk explains Tesla’s new Megapod concept for scaling distributed AI compute: “We’re building a Megapod design that pairs Tesla AI4 computers with x86 systems in a box...essentially digital Optimus in a box Similar to how Megapack packages batteries, a Megapod would combine a large number of AI4 and x86 systems inside one deployable unit These boxes could be placed anywhere across the country or outside the country allowing us to scale AI compute using distributed electricity production There is power available all around the world, including at our Supercharger sites. We have something like 7 gigawatts of power across the Supercharger network, and that continues to grow We could place Megapods at many of these locations and use that distributed power for AI compute I think that could be quite a big deal” Instead of relying entirely on enormous centralized data centers, Tesla could deploy modular AI-compute infrastructure wherever sufficient power is already available

X Freeze

17,025 次观看 • 2 个月前

Most people don't realize the biggest bottleneck for AI isn't chips anymore, it's energy. And it's not even close. Greg Osuri, founder of Akash Network: "We have about $2 trillion in sovereign commitments, and most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn't." "To get a transformer today, 4 to 7 years. Samsung has $150 billion in pending orders." "A nuclear reactor from permit to power takes about 15 years. Gas turbines? Same problem. Energy doesn't move as fast as data centers do." This is the dark horse that could slow down the entire AI boom.

Most people don't realize the biggest bottleneck for AI isn't chips anymore, it's energy. And it's not even close. Greg Osuri, founder of Akash Network: "We have about $2 trillion in sovereign commitments, and most of that money is to develop energy infrastructure. But AI moves in months. Energy doesn't." "To get a transformer today, 4 to 7 years. Samsung has $150 billion in pending orders." "A nuclear reactor from permit to power takes about 15 years. Gas turbines? Same problem. Energy doesn't move as fast as data centers do." This is the dark horse that could slow down the entire AI boom.

The Rollup

10,630 次观看 • 7 个月前

Meta is planning to power its AI data centers with solar energy beamed from space. If it works, solar farms could produce power 24/7 without batteries or backup generators. The company behind it all is Overview Energy -- they want to launch 1,000 satellites into orbit, 22,000 miles above the equator, where sunlight is constant. For context, Meta's data centers used over 18,000 gigawatt-hours of electricity last year. Enough to power 1.7 million American homes for a year. Each satellite collects solar energy, converts it into a wide beam of near-infrared light, and aims it at existing solar farms on the ground. The farms convert the light into electricity, just like they do with sunlight. Unlike high-power lasers or microwave beams, this infrared light is safe enough to stare directly into. Solar farms normally sit idle at night, so this system fixes that... from space. Really fascinating tech.

Meta is planning to power its AI data centers with solar energy beamed from space. If it works, solar farms could produce power 24/7 without batteries or backup generators. The company behind it all is Overview Energy -- they want to launch 1,000 satellites into orbit, 22,000 miles above the equator, where sunlight is constant. For context, Meta's data centers used over 18,000 gigawatt-hours of electricity last year. Enough to power 1.7 million American homes for a year. Each satellite collects solar energy, converts it into a wide beam of near-infrared light, and aims it at existing solar farms on the ground. The farms convert the light into electricity, just like they do with sunlight. Unlike high-power lasers or microwave beams, this infrared light is safe enough to stare directly into. Solar farms normally sit idle at night, so this system fixes that... from space. Really fascinating tech.

Rowan Cheung

69,397 次观看 • 5 个月前

"There is no such thing as renewable energy," says geologist and energy expert Scott Tinker. Sunlight and wind are continuously replenished. Solar panels, wind turbines, and batteries are not - they require mining, vast quantities of materials, manufacturing, land, backup power, and eventual replacement. Tinker is not anti-wind or anti-solar. His point is that low-density intermittent energy cannot simply replace the dense, dispatchable power modern civilization depends on. When the sun sets or the wind drops, electricity still has to come from storage, gas, nuclear, or some other firm source. And despite decades of "energy transition" (and the trillions spent), fossil fuels still provide 86% of global primary energy. The real transition, Tinker argues, will come through increasingly dense, reliable, and cleaner energy: top of the list being natural gas and nuclear. Affordable energy creates prosperity. Policy should follow physics.

"There is no such thing as renewable energy," says geologist and energy expert Scott Tinker. Sunlight and wind are continuously replenished. Solar panels, wind turbines, and batteries are not - they require mining, vast quantities of materials, manufacturing, land, backup power, and eventual replacement. Tinker is not anti-wind or anti-solar. His point is that low-density intermittent energy cannot simply replace the dense, dispatchable power modern civilization depends on. When the sun sets or the wind drops, electricity still has to come from storage, gas, nuclear, or some other firm source. And despite decades of "energy transition" (and the trillions spent), fossil fuels still provide 86% of global primary energy. The real transition, Tinker argues, will come through increasingly dense, reliable, and cleaner energy: top of the list being natural gas and nuclear. Affordable energy creates prosperity. Policy should follow physics.

Electroverse

12,655 次观看 • 1 个月前

China installed 400 GW of new power last year, over 350 gigawatts of solar and wind. The U.S.? Just 63. We talk a big game about leading on AI, chips, and reshoring manufacturing. But where’s the electricity going to come from? Some say natural gas can replace renewables. But the largest turbine manufacturer, GE Vernova, is already sold out until after Trump's term. Meanwhile: 📌 China = 400 GW 📌 U.S. = 60 GW 📌 GE Vernova's global gas turbine output = 20 GW… for the entire globe! If we gut clean energy incentives now, we don’t just fall behind, we're cooked. You can't grow your economy and run AI data centers on backorders and broken promises. We’re demanding more energy than ever. And we’re about to constrain the resources that are actually delivering it. Full Video:

China installed 400 GW of new power last year, over 350 gigawatts of solar and wind. The U.S.? Just 63. We talk a big game about leading on AI, chips, and reshoring manufacturing. But where’s the electricity going to come from? Some say natural gas can replace renewables. But the largest turbine manufacturer, GE Vernova, is already sold out until after Trump's term. Meanwhile: 📌 China = 400 GW 📌 U.S. = 60 GW 📌 GE Vernova's global gas turbine output = 20 GW… for the entire globe! If we gut clean energy incentives now, we don’t just fall behind, we're cooked. You can't grow your economy and run AI data centers on backorders and broken promises. We’re demanding more energy than ever. And we’re about to constrain the resources that are actually delivering it. Full Video:

Doug Lewin

75,464 次观看 • 1 年前

Elon Musk just revealed what’s actually holding AI back. It’s not chips. Not models. Not data. It’s concrete. Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely. His answer was four words. Musk: “The power plant makers.” There aren’t enough of them. You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center. None of it matters if you can’t power it. Musk: “You can drill down a level further.” GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself. Every link in the chain is physical. And every one of them is breaking. We can train a frontier model in weeks. We can’t permit a power plant in under five years. The country that invented the assembly line now needs 40 agencies to approve a gas turbine. China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground. The AI race won’t be decided by whoever writes the best algorithm. It’ll be decided by whoever can still build in the physical world. We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets. Now the bill is due. Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve. The smartest code on earth is worthless without electricity. Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed. “Where do you get the power plants from?” Follow that thread far enough and you stop finding a technology problem. You find a civilization that mastered thinking and forgot how to build.

Elon Musk just revealed what’s actually holding AI back. It’s not chips. Not models. Not data. It’s concrete. Someone asked him the obvious question. Why not just build private power plants next to data centers? Bypass the grid entirely. His answer was four words. Musk: “The power plant makers.” There aren’t enough of them. You can design the best chip on earth. Train a frontier model. Raise $10 billion for a hyperscale data center. None of it matters if you can’t power it. Musk: “You can drill down a level further.” GPUs need power. Power needs turbines. Turbines need factories. Factories need permits. Permits need a government that hasn’t paralyzed itself. Every link in the chain is physical. And every one of them is breaking. We can train a frontier model in weeks. We can’t permit a power plant in under five years. The country that invented the assembly line now needs 40 agencies to approve a gas turbine. China doesn’t have this problem. They don’t run 7-year environmental reviews on infrastructure they need tomorrow. They break ground while America requests approval to break ground. The AI race won’t be decided by whoever writes the best algorithm. It’ll be decided by whoever can still build in the physical world. We spent 30 years getting faster in software and slower in steel. Outsourcing manufacturing. Hollowing out supply chains. Treating builders like liabilities instead of assets. Now the bill is due. Every breakthrough in AI is gated by atoms. Steel. Concrete. Turbines that take years to manufacture and decades to approve. The smartest code on earth is worthless without electricity. Musk didn’t give a speech about this. He didn’t need to. He answered one question and the whole infrastructure myth collapsed. “Where do you get the power plants from?” Follow that thread far enough and you stop finding a technology problem. You find a civilization that mastered thinking and forgot how to build.

Dustin

986,912 次观看 • 4 个月前

Elon Musk breaks down exactly why the energy crisis is harder to solve than people think—and why the ultimate solution is off-planet. Everyone asks, "Why not just build private power plants for data centers?" Musk drills down to the real bottleneck: it’s not just money, it’s physics and supply chains. The backlog for gas turbines is massive, specifically due to the specialized casting process required for turbine vanes and blades. You can't just wish those into existence. So, where do we go? Solar. But not just on Earth. Musk reveals that both SpaceX and Tesla are moving toward 100GW of solar cell production, with a surprising twist: Solar in space is actually cheaper to manufacture than solar on the ground. Why? • No weather = No heavy glass or framing needed. • 24/7 Sunlight = No batteries required. Musk argues that once launch costs drop, space becomes 10x cheaper and the most scalable way to "generate tokens." We are watching the infrastructure for the next era of compute being built in real-time.

Elon Musk breaks down exactly why the energy crisis is harder to solve than people think—and why the ultimate solution is off-planet. Everyone asks, "Why not just build private power plants for data centers?" Musk drills down to the real bottleneck: it’s not just money, it’s physics and supply chains. The backlog for gas turbines is massive, specifically due to the specialized casting process required for turbine vanes and blades. You can't just wish those into existence. So, where do we go? Solar. But not just on Earth. Musk reveals that both SpaceX and Tesla are moving toward 100GW of solar cell production, with a surprising twist: Solar in space is actually cheaper to manufacture than solar on the ground. Why? • No weather = No heavy glass or framing needed. • 24/7 Sunlight = No batteries required. Musk argues that once launch costs drop, space becomes 10x cheaper and the most scalable way to "generate tokens." We are watching the infrastructure for the next era of compute being built in real-time.

Ian Miles Cheong

40,081 次观看 • 7 个月前

We’re thrilled to welcome Noon Energy to OpenVPP’s $OVPP Open Energy Alliance! In our recent conversation with Aric Saunders, EVP of Commercialization at Noon Energy, we explored how Noon’s ultra-long-duration energy storage technology is redefining resilience for AI infrastructure, data centers, and global electrification. By delivering clean, reliable, 24/7/365 power, Noon enables rapid “speed-to-power” deployment for the growing demands of AI and data-intensive operations, while advancing a fully electrified, decarbonized energy future. Together, we’re collaborating on on-chain energy receipts that trace the origination of power, capture time-series data on stored excess capacity, and unlock new revenue streams for strategic offtakers, ranging from local grid operators to cross-border energy markets. LinkedIn Learn more about Noon Energy’s groundbreaking work at

We’re thrilled to welcome Noon Energy to OpenVPP’s $OVPP Open Energy Alliance! In our recent conversation with Aric Saunders, EVP of Commercialization at Noon Energy, we explored how Noon’s ultra-long-duration energy storage technology is redefining resilience for AI infrastructure, data centers, and global electrification. By delivering clean, reliable, 24/7/365 power, Noon enables rapid “speed-to-power” deployment for the growing demands of AI and data-intensive operations, while advancing a fully electrified, decarbonized energy future. Together, we’re collaborating on on-chain energy receipts that trace the origination of power, capture time-series data on stored excess capacity, and unlock new revenue streams for strategic offtakers, ranging from local grid operators to cross-border energy markets. LinkedIn Learn more about Noon Energy’s groundbreaking work at

OpenVPP

62,662 次观看 • 6 个月前

Exowatt is basically manufacturing giant magnifying glasses… to concentrate solar energy into rocks to power AI data centers “It’s not really rocket science” “It’s rock science” 😂 How it works: → Fresnel lens = giant magnifying glass → Focuses sunlight into extreme heat onto rocks (stored as heat) → Stored heat is converted into electricity using a 200-year-old Stirling engine “Our battery is a heat battery… we’re heating up rocks” They store that heat for “up to 5 days per cell,” enabling 24/7 power No rare materials needed.. “you don’t have to get lithium, magnesium or cobalt” Hannan Happi, CEO & Co-Founder Exowatt

Exowatt is basically manufacturing giant magnifying glasses… to concentrate solar energy into rocks to power AI data centers “It’s not really rocket science” “It’s rock science” 😂 How it works: → Fresnel lens = giant magnifying glass → Focuses sunlight into extreme heat onto rocks (stored as heat) → Stored heat is converted into electricity using a 200-year-old Stirling engine “Our battery is a heat battery… we’re heating up rocks” They store that heat for “up to 5 days per cell,” enabling 24/7 power No rare materials needed.. “you don’t have to get lithium, magnesium or cobalt” Hannan Happi, CEO & Co-Founder Exowatt

Molly O’Shea

54,010 次观看 • 5 个月前

🇺🇸 SEC BURGUM: “LAWMAKERS BROKE THE GRID, NOT DATA CENTERS” U.S. Secretary of the Interior Doug Burgum just called out the real reason your energy bill is climbing, and it’s not AI or crypto. Electricity in New England costs 3x more than in North Dakota and he says that’s thanks to bad energy policy, not data centers. He slammed subsidies for unreliable sources like offshore wind, saying some projects cost $11B for 1GW of intermittent power, versus $1–2B for 24/7 reliable supply. Burgum laid into what he called “climate extremists,” accusing them of prioritizing flashy green experiments over building energy systems that actually work. The result is sky-high bills for electricity that cuts out when the weather does, while lawmakers pat themselves on the back for feel-good “net zero” policies that don’t add up. Burgum: “A lot of the higher prices that you're seeing are not related to the AI data centers. The policy choices of the last 5 years, driven by sometimes climate extremists, were the ones that are driving up the prices you're seeing.” Source: Bloomberg

🇺🇸 SEC BURGUM: “LAWMAKERS BROKE THE GRID, NOT DATA CENTERS” U.S. Secretary of the Interior Doug Burgum just called out the real reason your energy bill is climbing, and it’s not AI or crypto. Electricity in New England costs 3x more than in North Dakota and he says that’s thanks to bad energy policy, not data centers. He slammed subsidies for unreliable sources like offshore wind, saying some projects cost $11B for 1GW of intermittent power, versus $1–2B for 24/7 reliable supply. Burgum laid into what he called “climate extremists,” accusing them of prioritizing flashy green experiments over building energy systems that actually work. The result is sky-high bills for electricity that cuts out when the weather does, while lawmakers pat themselves on the back for feel-good “net zero” policies that don’t add up. Burgum: “A lot of the higher prices that you're seeing are not related to the AI data centers. The policy choices of the last 5 years, driven by sometimes climate extremists, were the ones that are driving up the prices you're seeing.” Source: Bloomberg

Mario Nawfal

86,218 次观看 • 9 个月前

The world has spent approximately $6–7 trillion cumulatively on wind turbines and solar panels. With that amount, we could have built up to 1,400 standard nuclear power plants (each with ~1–1.2 GW capacity, typical for modern large reactors). With proper maintenance, safety upgrades, and regulatory approvals, many nuclear plants last 60 years- 80 years or more. A typical wind or solar farm lasts about 20 years, meaning we would need to spend up to $21 trillion to produce the same energy as nuclear. With $21 trillion, the world could theoretically fund up to 4,000 nuclear power plants. Now lets talk about wind turbines. Without the Production Tax Credit (PTC), many wind farms were not economically viable from electricity sales alone, due to high upfront costs, intermittency (requiring backup power), and competition from cheaper sources like natural gas. The tax credits effectively offset a significant portion of costs—in some cases covering much or all of the investment for tax-liable entities—turning otherwise marginal or unprofitable projects into attractive ones. Are you seeing the scam? It's time to start building more nuclear and less of these green dream turbines and solar panels.

The world has spent approximately $6–7 trillion cumulatively on wind turbines and solar panels. With that amount, we could have built up to 1,400 standard nuclear power plants (each with ~1–1.2 GW capacity, typical for modern large reactors). With proper maintenance, safety upgrades, and regulatory approvals, many nuclear plants last 60 years- 80 years or more. A typical wind or solar farm lasts about 20 years, meaning we would need to spend up to $21 trillion to produce the same energy as nuclear. With $21 trillion, the world could theoretically fund up to 4,000 nuclear power plants. Now lets talk about wind turbines. Without the Production Tax Credit (PTC), many wind farms were not economically viable from electricity sales alone, due to high upfront costs, intermittency (requiring backup power), and competition from cheaper sources like natural gas. The tax credits effectively offset a significant portion of costs—in some cases covering much or all of the investment for tax-liable entities—turning otherwise marginal or unprofitable projects into attractive ones. Are you seeing the scam? It's time to start building more nuclear and less of these green dream turbines and solar panels.

John Lee Pettimore

120,600 次观看 • 9 个月前

Jensen Huang just doubled NVIDIA's demand forecast to $1 Trillion through 2027 🤯 Then spent two hours explaining why that number is conservative… Here's everything today from GTC: - NemoClaw: NVIDIA's open-source enterprise AI agent stack built around OpenClaw. Jensen called OpenClaw "the operating system for personal AI" and said every company needs a strategy for it. - Space-1: NVIDIA is putting Vera Rubin data centers in orbit. Not a concept. An actual system being designed for space deployment right now. - DLSS 5: 3D-guided neural rendering that blends raw graphics with generative AI. Jensen called it the future of real-time rendering. - AWS: Deploying 1 million+ NVIDIA GPUs starting this year. Azure was the first hyperscaler to power up Vera Rubin. - Vera Rubin: NVIDIA's next-gen AI supercomputer. 10x more performance per watt than Blackwell, 700 million tokens per second, shipping later this year. - Groq 3 LPU: First chip from NVIDIA's $20B Groq acquisition. A purpose-built inference accelerator that ships Q3. NVIDIA now owns training AND inference. -Feynman: The architecture after Rubin, coming 2028. New GPU, new LPU, new CPU. NVIDIA is on a 12-month chip cadence and the treadmill never stops. - Autonomous driving: BYD, Hyundai, Nissan, and Geely building Level 4 vehicles on NVIDIA. Uber deploying NVIDIA-powered robotaxis across 28 cities by 2028. The man doubled his demand forecast to a trillion dollars, announced data centers in space, and closed the show with a robot singing country music. This is NVIDIA's world. Everyone else is just renting compute in it.

Jensen Huang just doubled NVIDIA's demand forecast to $1 Trillion through 2027 🤯 Then spent two hours explaining why that number is conservative… Here's everything today from GTC: - NemoClaw: NVIDIA's open-source enterprise AI agent stack built around OpenClaw. Jensen called OpenClaw "the operating system for personal AI" and said every company needs a strategy for it. - Space-1: NVIDIA is putting Vera Rubin data centers in orbit. Not a concept. An actual system being designed for space deployment right now. - DLSS 5: 3D-guided neural rendering that blends raw graphics with generative AI. Jensen called it the future of real-time rendering. - AWS: Deploying 1 million+ NVIDIA GPUs starting this year. Azure was the first hyperscaler to power up Vera Rubin. - Vera Rubin: NVIDIA's next-gen AI supercomputer. 10x more performance per watt than Blackwell, 700 million tokens per second, shipping later this year. - Groq 3 LPU: First chip from NVIDIA's $20B Groq acquisition. A purpose-built inference accelerator that ships Q3. NVIDIA now owns training AND inference. -Feynman: The architecture after Rubin, coming 2028. New GPU, new LPU, new CPU. NVIDIA is on a 12-month chip cadence and the treadmill never stops. - Autonomous driving: BYD, Hyundai, Nissan, and Geely building Level 4 vehicles on NVIDIA. Uber deploying NVIDIA-powered robotaxis across 28 cities by 2028. The man doubled his demand forecast to a trillion dollars, announced data centers in space, and closed the show with a robot singing country music. This is NVIDIA's world. Everyone else is just renting compute in it.

Josh Kale

45,875 次观看 • 6 个月前