Sublime
An inspiration engine for ideas
Earnings szn power & data center đ§”: AI accelerating growth, hyperscalers facing supply constraints thru '26 despite $100B+ capex. NEE sees 10GW+ DC backlog; gas turbines & storage booming (eg, GEV/TSLA). Liquid cooling-modular construction-on-site gen trends accelerating.
Shanu Mathewx.com
Meta just announced its massive new superintelligence data center. Whatâs amazing these will just become digital factories for AI Agents doing work 24/7 on our behalf. https://t.co/xsMOs9TWgr
Great slide from McKinsey that suggests global data center demand will ~3-5x by 2030 (~20% CAGR at the low end) https://t.co/WfRnlFNNyf
On Friday, there was a report stating that Microsoft was canceling datacenter leases for several hundred of MWs â alluding to a high risk of overbuild/oversupply.
We discussed this in December in our Datacenter Model where we track every individual DC.
Let's break it down cause it's quite silly.
This was mo... See more
Dylan Patelx.comI like these insights from an exec at Schneider Electric (key player in data center buildouts).
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AI hardware is rewriting the dataâcenter energy equation. One rack of NVIDIAâs BlackwellâŻ2 now draws roughly 180â200âŻkW, driving wholeâsite demand from ~300âŻMW to 1.2â1.5âŻGWâa 4âtoâ5Ă jump in a single archite... See more
Ben Bajarinx.com