DegenerativeAI

Latest in digital infrastructure news and coverage

[DegenerativeAI @Dgen_AI]

I wonder how much coin Kyle Kuzma is going to throw at the Anthropic IPO

[DegenerativeAI @Dgen_AI]

If you squint, this is really clever vertical integration $DBRG https://t.co/rA49L3uN31

[DegenerativeAI @Dgen_AI]

Jane Street, HRT, Citadel are only just scratching the surface of their compute needs. Can see them Jevoning themselves meaningfully #compute #AI

[DegenerativeAI @Dgen_AI]

Every public ShitCo should copycat $BIRD and see what sticks #AI

[DegenerativeAI @Dgen_AI]

When there's a will, there's a way...U.S. finding solutions to power AI growth #ai #natgas #btm

[DegenerativeAI @Dgen_AI]

Unstoppable freight train #ai #power

[DegenerativeAI @Dgen_AI]

Interesting to see mortal enemies (Trump x Pritzker) find a meeting of the minds when it comes to nuclear energy #AI #energy

[DegenerativeAI @Dgen_AI]

Will be interesting to see how many “gas-led” scale data center projects start popping up this year #AI

[DegenerativeAI @Dgen_AI]

Example of timing the AI wave perfectly, entry in 2023 as "liquid cooling" was first debuting and exit as people realize it's too expensive to fit out everywhere https://t.co/e0YkPZ3ljP

[DegenerativeAI @Dgen_AI]

Aggregate #hyperscaler CapEx expected to top $200bn in 2026 #datacenter #ai

[DegenerativeAI @Dgen_AI]

WF estimates up to 20 Bcf/d of incremental gas demand by 2030E from AI alone...that's a lot of beef #ai #natgas

[DegenerativeAI @Dgen_AI]

At what point does the U.S. government forcibly direct all available energy generation capacity beyond what is necessary for a functioning population to AI development in the same of national security?

[DegenerativeAI @Dgen_AI]

From a purely national security standpoint, one could argue that LNG export industry should be shut down with all feedgas diverted to power #AI factories

[DegenerativeAI @Dgen_AI]

Hoping to see a bit more rationality in the leasing market this year, early Hyperscaler forecasts for capital expenditures continue to grow (from ~$400bn in 2025 to ~$700bn forecasted for 2026) and Model Builder / Neocloud interest (and credibility) rises in turn #ai #datacenter

[DegenerativeAI @Dgen_AI]

Incredibly long #aimachines but incredibly short existing companies that make AI machines

[DegenerativeAI @Dgen_AI]

Good longform showing how important getting the little things right is to good site selection https://t.co/ihqbbHXQ7A

[DegenerativeAI @Dgen_AI]

DFW area getting the benefit of infra buildout from the Permian + potential Western Haynesville explosion is too primed to not wrest the mantle from NoVA

[DegenerativeAI @Dgen_AI]

$GOOG doubling CapEx guidance from last year (~$180mm this year vs. $91bn 2025A) strong #AI bull indicator

[DegenerativeAI @Dgen_AI]

Market seems to think private credit is fried due to exposure to software services businesses easily replaced by #AI (it might be right)

[DegenerativeAI @Dgen_AI]

Heard this had been in the works for a while but good to see #AI #datacenter investment coming all across the globe https://t.co/RhGO6447a4