Top Tweets for #aiEnergy

"History shows that the stock market tends to ignore (or, even, prefer) off-balance sheet obligations until an inflection point is reached. Creditors may not be sure exactly how to account for the lease obligations Meta has incurred, but their best guess will appear somewhere in their models — and, ultimately, in the spread they require to own Meta bonds. By the time equity analysts start inviting their bond counterparts to “grab a beer to pick your brain about leases”, hyperscaler bond prices — and PE ratios — may be a lot lower."

Newly installed battery energy storage capacity in Germany jumped by 91% in the first three quarters of this year compared to the same period in 2025. 500,000 new storage systems with a combined capacity of around 8.2 GWh were commissioned across the country. https://t.co/mzDoRqf0GG

Richard has a good point here that average grid emissions factors are not always the most accurate point of comparison, and that its worth looking at marginal emissions. But data centers are going off grid in part due to a lack of available load to serve them. So lets take a look! (a thread)

Behind the meter gas power has become a common path for data centers to get power faster. But it turns out operating a city-scale utility is no joke (turbine shafts breaking, low uptimes). It's hell for social licenes (if you think communities hate data centers, try data centers with 40 jet engines running non-stop!). And it leaves these facilities quite exposed to future gas price risk, as Aniruddh illustrates below.