Too often, AI and energy conversations happen in separate rooms. That gap inspired @themeghamachine and I to launch the Watt & Why Series ⚡ Excited to kick this off and big thanks to @CrusoeAI and @SemiAnalysis_ for co-hosting the first session. A space that brings everyone

the kind of work that bridges ai research and energy systems!

BBG: Anthropic commits $50B to build custom AI data centers across multiple US locations including Texas and New York. Partnership with UK-based Fluidstack Ltd will bring sites online throughout 2026, creating 800 permanent jobs and 2,400 construction jobs. First major data

If you haven’t read Warren Buffet’s final shareholder letter yet, I’d suggest at least to read this last bit …

would be so sick to be a power trader at coreweave

“According to data from Wood Mackenzie, by 2030 SMRs should generate power at $182 per megawatt hour compared with $133 per megawatt hour for conventional nuclear. Natural gas is expected to sit at $126 per megawatt hour, while onshore wind and solar, backed up by battery, are

if you value intelligence above all other human qualities, you’re gonna have a bad time

Everything is energy.

We hosted the M.E.T. Alumni Welcome Event in SF this month—and the energy was amazing! Huge thanks to @_shreya_s and @GreylockVC for hosting M.E.T. alumni at their SF office. 💙💛

I’m honored to be selected for the 2025 @TIME 100 Climate list – and thinking of home. In Western North Carolina, where I grew up, families are still rebuilding after Hurricane Helene. My own was fortunate; others weren’t. Their stories are a reminder of why this work matters,

Keep your eyes peeled for more 👀

Full quote from that section. OpenAI heads of infra also said a similar thing about their loads being flexible earlier this year at Yotta. “Our data centers are designed to be curtailable—reducing their draw or even returning power during peak demand, helping to protect

Delighted to be giving a keynote entitled "GET REAL" to @SPGlobal's Power Traders forum here in D.C. this Friday, about why the overforecast of demand is problematic & what policies can inject some reality into this sector. Here's a sneak peak!🧵

Load in the ERCOT north weather zone grew a lot this past year* and the additions appear to be quite flexible *Data is not weather normalized (which would make the growth even higher 🤠)

🧵 i fell down a rabbithole on the energy bottleneck on AI scaling, and wrote an essay to help me think through it i'm just a SWE who doesn't work in energy or AI infra at all, but the dynamics here are wild n i wanted to share what i learned

For all the data center energy folks: take note of "a shift from being all reactive to being significantly proactive" These is the kind of inference with lower latency demands that can be responsive to grid needs for dispatchability / flexibilit

Come learn how to build a data center from the ground up! (and yes, we gals were crazy enough to go do it ourselves)

(Valclav Smil)

Energy is the only universal currency: one of its many forms must be transformed to another in order for stars to shine, planets to rotate, plants to grow, and civilizations to evolve.

it has begun!