Greg Forero

Wesleyan /UofC /NYC/Texas Building a new grid for the energy transformation

[Nasdaq @Nasdaq]

As AI continues to reshape the global economy, collaboration across business, technology and policy has never been more important.

Nasdaq was proud to sponsor the @CNBC AI Forum in Dallas and engage in conversations on the future of AI and innovation.

[Greg Forero @IvroMaster]

@xiaowang1984 @taitdl Eeeessshhhh. Found the bottom of the Internet

[Greg Forero @IvroMaster]

@Rune_Energy @adele_peters @FastCompany Central Park is 843 acres. Cover it with great PV and you get ~140 MW nameplate.
That’s ~40 MW average. The “stranded” slice they want for AI is ~8 MW of interruptible compute.
You just used all of Central Park for a tiny data node.

[Greg Forero @IvroMaster]

Central Park is 843 acres (1.3 mile^2). Cover it with great PV and you get ~140 MW nameplate.
That’s ~40 MW average. The “stranded” slice they want for AI is ~8 MW of interruptible compute.
You just used all of Central Park for a tiny data hall. #fastcompany

[Rune @Rune_Energy]

We've raised $40M to turn stranded solar power into AI compute, no grid connection required.

Meet RELIC, the drama-free data center, deployed in under 60 minutes and already live at a 200MW site in Texas.

More from @adele_peters at @FastCompany.

[Greg Forero @IvroMaster]

@dee_ermakova @AtomsNotBits People think you can just connect to the high voltage system by plugging into the 2 holes in the wall! SMH

[Greg Forero @IvroMaster]

@UnoMasReactor They pulled because their SMR business was not additive. Possibly too expensive per unit vs market.

[Greg Forero @IvroMaster]

@USAEnergyNatGas lol but real

[Greg Forero @IvroMaster]

@USAEnergyNatGas The future is BTM, by robots. TAR just raised $120M at a $1B val to deploy construction robots that autonomously install GW-scale solar in WTX so AI can skip the grid entirely. Markets don’t need to “signal” gen when robots just build it behind the meter. Synergies unlocked.

[Greg Forero @IvroMaster]

@engineco16 @grok list possible causes

[Greg Forero @IvroMaster]

@USAEnergyNatGas Buy?

[Greg Forero @IvroMaster]

@USAEnergyNatGas No trader carries this. V/F thin and El Niño is likely very strong in Q4. Zero carry. But post-Fern, “long and wrong” is the only defensible answer for a DOUG. So they sit full and eat the cost. Regulatory scar tissue, not a fundamental signal.

[Greg Forero @IvroMaster]

@ShanuMathew93 Senior in waterfall, buyout t outstanding balance = principal protection. Think of it as $BX renting the balance sheet at a speed that makes sense. $WMB #datacenters #ai

[Greg Forero @IvroMaster]

@ShanuMathew93 Great thread. Reframed :6.35-% is the asset yield, not $BX return on capital. This is insurance money, 6.35% IG backed assets funded at ~4.25% liabilities =210 bps net spread, leveraged 8x. That brings mid teens ROE, PLUS fees. Also, it’s a floor , not a cap

[X-energy @xenergynuclear]

Today on CNBC, X-energy CEO Clay Sell shared how AI has the potential to fundamentally change how nuclear plants are designed and deployed, helping deliver clean, reliable energy faster.

X-energy is helping lead that transformation as a founding Tier 1 partner in Project Prometheus, a first-of-its-kind initiative led by U.S. Department of Energy, Idaho National Lab, NVIDIA, and AWS to apply frontier AI to advanced reactor design, licensing, manufacturing, construction, and operations.

Watch below:

[Greg Forero @IvroMaster]

We're building reactors that follow the load. HGP named a commercial partner in Prometheus, the largest project selected under DOE's Genesis Mission. Alongside Oklo, X-energy, TerraPower, Westinghouse, GE, NVIDIA, Microsoft and AWS. https://t.co/Dw9tNelsUP via @ein_news

[Bloomberg @business]

Advanced nuclear reactor suppliers Oklo and X-Energy are joining technology giants in a Trump administration-led program to speed the development of new power plants for AI data centers, according to a document seen by Bloomberg News https://t.co/fUp9TFrccD

[Greg Forero @IvroMaster]

#ceraweek check in worse than #hobby. Send #ICE

[Greg Forero @IvroMaster]

@NuclearHazelnut @AaloAtomics The secret is the ancillary systems are the true KEY.

[Greg Forero @IvroMaster]

@UnoMasReactor So cool