Tom Arnold

[Tom Arnold @TheTomArnold]

@credealjunkie CRE nerd and cyclist. Keep up the crossover. If only we operated buildings with this much attention to data!

[Travis Kavulla @TKavulla]

Out today: My @AmericanAffrs essay trying to reset the often-fever-pitched conversation about data centers & energy, with concrete ideas for how growth can be accelerated and legacy consumers can be protected -->

[Tom Arnold @TheTomArnold]

The crazy just might work AI power opportunity for stranded class B office
https://t.co/nNVAR4HAF8

[Tom Arnold @TheTomArnold]

@AriPeskoe And it will enable rate base growth. NV Energy can have passthrough economics on out of state Liberty or rate base in NV! https://t.co/IN5THWrBZ1

[Tom Arnold @TheTomArnold]

@duncancampbell @KyleKulinski Yep, and NV Energy earns nothing on that power, whereas the alternative open ratebase in their state.

[Tom Arnold @TheTomArnold]

@duncancampbell @KyleKulinski no. Rates will increase though. Not gonna clear for less than $100/MWh. On top of 19% wildfire increase.

[Tom Arnold @TheTomArnold]

@duncancampbell @KyleKulinski not much spot/market it Nevada. Greenlink finishing would allow them to get sourthern NV resources . Wheeling will be hard.

[Tom Arnold @TheTomArnold]

@Scott_Wiener @Scott_Wiener its much more complex than the article makes it seem, you'd appreciate the energy wonkery here https://t.co/IN5THWrBZ1

[Tom Arnold @TheTomArnold]

@KyleKulinski There are no friends on powder day. No loyalty in an AI boom https://t.co/IN5THWrBZ1

[Tom Arnold @TheTomArnold]

@JigarShahDC Yes, and once they got the second 150MW substation, they kept the turbines and upsized the facility. The race for power has no shame in a boom.

[Tom Arnold @TheTomArnold]

Tokenmaxxing is the AI nerd version of rolling coal.

[Joe Weisenthal @TheStalwart]

The FT says that Amazon employees are doing random unnecessary task automations to consume tokens and to show their bosses that they're using AI more https://t.co/wZ204CKi32

[Tom Arnold @TheTomArnold]

@duncancampbell Nothing in our database.

[Tom Arnold @TheTomArnold]

@TKavulla People would be shocked to see what states like CA spend on midstream incentives and how poorly its managed/tracked. SCE famously was docked $95M for counting savings on bulbs, a few stores sold more than the entire market for lights.

[Tom Arnold @TheTomArnold]

@lrntex nope its revenue neutral. All commitments that are levied at the time of exit. Also, its 6% of sales, so just not a huge load that would swamp the rest of the system.

[Tom Arnold @TheTomArnold]

@wolfejosh AI polls horribly, and the rate increases from *rapid* growth affect rates in a very real way for a huge swath of society. The PJM rate increase is a rate increase for a forecast of load growth, not actual load growth. There are real issues here of fairness of who pays.

[Tom Arnold @TheTomArnold]

First real load growth in 20 years. And utilities are pouring it right down the drain.

#AI #DataCenters #Utilities #Energy #Grid #LoadGrowth #Infrastructure #EnergyMarkets #CleanEnergy

[Tom Arnold @TheTomArnold]

@EllliotttB no CRE yield on steel and concrete. The issue here is the mismatch of AI revs and AI capex.

[Tom Arnold @TheTomArnold]

@ENERGY @SecretaryWright @CNN