X（推特）上的财经、科技与宏观账号
Also, this is extremely notable because Google has arguably taken one of the most flexible and 'all the above' options approach (they literally acquired a BTM developer that blends renewables + simple cycle gas for firming) and he is straight up telling you GRID PREFERENCE + BTM https://t.co/FVD36y0
Again if you start from the premise that having the most advanced AI is a matter of national security — clearly a view that’s held by many in DC and SF — then the right policy to tame inflation is not to raise rates, but to raise taxes on everything except datacenters. 引用 @colbyLsmith：NEW w/ @benca
QTS、NextEra、Siemens Energy和Quanta通过Lone Star Infrastructure Coalition联手应对得州对数据中心的反弹。得州暂停相关许可审批期间，联盟将直接向居民和地方官员宣传就业与投资。
Heat rate vs installed cost of various time to power offerings https://t.co/rYZbpSWfDd
WULF修订电力服务协议（ESA），将Muskie的合同电力翻倍至1 GW，并将第二个500 MW的目标时间提前一年至2029年。ESA约定负荷爬坡、最低付款、担保和成本分摊，条款旨在保护现有电力用户。引用内容称，WULF同意承担Kentucky Power计划建设的Big Sandy 760 MW联合循环发电设施的预计融资成本，并提出提供1亿美元冬季电费抵免。
SynMax将美国2026年gross GW部署预期从14–16上调至16–18。Jefferies hosted SynMax，修订反映已开工项目推进加快，尤其是劳动力和资本从准备度较低的项目重新配置的情况。
Shanu Mathew称，UBS预计全球年度机架容量部署将从2026E的26.5 GW升至2030E的104.5 GW，其中50.5 GW将用于Nvidia。作者以ERCOT当前约90GW的峰值负荷作对照，称部署全部容量相当于满足ERCOT目前的峰值负荷；原文列出$NVDA、$GOOGL、$AMD、$MSFT、$META、$ORCL和$AMZN。
贝恩全球基准情景预计，到2030年数据中心IT容量累计净增约149 GW。年度新增量预计从2026年的约20 GW升至2029—2030年的36 GW；美国约占新增容量的50%—67%，近期占比可能更高。
亚马逊正探索对英伟达芯片进行约80亿美元的售后回租，以已安装硬件融资，同时保留算力。亚马逊还拟向投资者提供该融资载体最高10%的股权，并借此拓展公司债以外的融资渠道。
Not to be a cheerleader but need to celebrate the positive news & announcements of hypers commitments to being good partners. Amazon’s $1bn+ commitment over five years to U.S. data center communities is welcome. Alongside Microsoft’s earlier commitments, it reflects broader https://t.co/WKzUcpNwft
… Manager. • By Apr 2026: Scarlett Chen, Google Data Center Engineer, Advanced Technology and Innovation → Member of Technical Staff. • May 2026: Mike Brinker, Google data-center services/construction/program management → data-center team. • Jun 2026: Marcus Fontoura,
Shanu Mathew称，JERA、Dell与RHAELM宣布一项在日本建设400MW数据中心园区的MOU；Apollo的融资角色被描述为意向。400MW约相当于日本约1.8GW在运营数据中心市场按名义MW计算规模的五分之一，尚未扣除设施开销。正文提到3–4GW的规划规模和1400亿美元的总资本支出目标，但原文在“roughly 8–10”处截断。
Geeze wonder if this has influenced compare pricing & availability when buyers are like “Company is completely price insensitive” 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a PortCo. Company is completely price insensitive and has billions behind it. Ideally electri
OpenAI and Anthropic are the two largest customers of compute and rumors are they both run 30-40% inference so training definitionally has to be bigger than inference today? 引用 @jessiedong_：inference will be the biggest market. it's already bigger than training and I bet this is going to change how
Men will literally offer infinite money from a mysterious portco with billions of capital behind it for the most precious resource in all of technology & capital markets right now instead of going to therapy and it’s gross 引用 @ItzSuds：Looking for 500MW (minimum 250, max 2GW) of powered land for a P
One notable trend that goes against my priors is seeing a lot of long time veterans from the hypers move to Neo clouds That doesn’t mean it’s bulletproof or anything but people with many years and in senior positions of the companies with the most flexibility are moving to
目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST
AI算力与数据中心 IREN：原比特币矿企，正转AI云，自建液冷机房并运营GPU算力，已签微软等长约。 CIFR：矿企转供电机房房东，向云厂商出租电力与机柜，客户自带GPU，合约以托管为主。 WULF：主打零碳电力的数据中心开发商，把现成电力租给AI客户，如Anthropic长约。 引用 @cnfinancewatch：目前重点： （AI算力&数据中心）：IREN、CIFR、WULF、CORZ, NBIS, CRWV, SMCI, DELL （电源/电网/温控）：VRT、ETN、GEV、CEG, SMR, OKLO, VST