Jamie Catherwood
@InvestorAmnesia
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The Finance History Guy. | History Course: https://t.co/98L0rEDsFX…
NYC
Joined December 2013
🚨 Professional news! Starting a new role at @GoldmanSachs in NYC next week. Wifey and I are living in Seaport, so reach out if you’re in NYC! I loved every moment of my time at OSAM, and am eternally grateful to @jposhaughnessy for bringing me on 5 years ago. Incredible firm.
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Building the AI Factories of Tomorrow "There’s no crystal ball for which nontraditional markets will become the next Tier 1 hub.. but we're clearly past the era of Silicon Valley and Northern Virginia being the only markets that matter" New from Goldman https://t.co/Ye2dsnvqq9
goldmansachs.com
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“I got a fever, and the only solution is more data center content” How are +1 GW "AI factories" being funded? Where is all this CapEx getting spent? What's next for Tier 2 hubs? Is this a bubble? Highly recommend this new interview from Goldman Sachs https://t.co/Ye2dsnvqq9
goldmansachs.com
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And of course, I had to sneak in some railroad / financial history references:
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And the current US power grid is not prepared for this level of rapid demand growth. US utilities are expected to invest +$700B in grid CapEx by 2030
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*Taps mic* is this thing on?! After 6 months of labor, really excited to share this in-depth report we wrote on the unprecedented power demands of AI. From Nuclear SMRs to natural gas, M&A and AI data center financing… this report has it all. https://t.co/3r3VH2rWti
goldmansachs.com
Learn more about the creative solutions required across capital, energy, and infrastructure for powering the AI era.
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But capital is not the most critical bottleneck for AI progress — it’s the power needed to fuel it. Learn more about these challenges and how companies are addressing them below! https://t.co/3r3VH2rWti
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There is a diverse ecosystem of investors participating in this unprecedented infrastructure buildout. Including newer entrants like insurance funds. Strategic partnerships and creative financing solutions are critical for resolving these bottlenecks.
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But wait, that’s not all! Getting a new natural gas plant online currently takes 5-7 years. Not great, Bob! Why? Permitting delays, long interconnection queues, and equipment shortages (gas turbines)… There are many options on the table, but all have their pros / cons.
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And the current US power grid is not prepared for this level of rapid demand growth. US utilities are expected to invest +$700B in grid CapEx by 2030
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But there is a meaningful gap in US data center capacity supply vs. demand. We need more data centers, yes. But we really need more power!
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And of course, demand for compute is SOARING. Tokens consumed per week? +4,000% just since June 2024.
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Just looking at the evolution of server racks you get a sense of the power intensity. By 2027, AI server racks will require 50x more power than the cloud equivalents of 5 years ago. 50x !!
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And of course, I had to sneak in some railroad / financial history references:
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*Taps mic* is this thing on?! After 6 months of labor, really excited to share this in-depth report we wrote on the unprecedented power demands of AI. From Nuclear SMRs to natural gas, M&A and AI data center financing… this report has it all. https://t.co/3r3VH2rWti
goldmansachs.com
Learn more about the creative solutions required across capital, energy, and infrastructure for powering the AI era.
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Aged like fine wine. COME ON YOU SPURS!!
"I ALWAYS win things in my second year" 👀 Ange Postecoglou with a big statement 💥
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