Google & Next era Energy are partnering on multi-gigawatt U.S. data center campuses with dedicated power for accelerating AI demand.
The first three sites are already in development with ~3.5 GW operating or contracted.
AI Post ⚪️ | Our X 🏴
The first three sites are already in development with ~3.5 GW operating or contracted.
AI Post ⚪️ | Our X 🏴
A Utah-based geothermal exploration company announced that it discovered a large 'hidden' geothermal resource underground in the Nevada desert using the company https://mynews4.com/news/l...
Today, we are pleased to announce a new integration between Amazon Quick Research and S&P Global. This integration brings both S&P Global Energy news, research, and insights and S&P Global Market Intelligence data to Quick Research customers in one deep research agent. In this post, we explore S&P Global’s data sets and the soluti https://aws.amazon.com/blo...
⚡ Jensen Huang: The AI race is shifting from chips to concrete, power, and speed
Nvidia’s Jensen Huang says the new battleground isn’t model quality, it’s who can build and power hyperscale AI data centers the fastest. A top-end US AI facility takes 3 years from ground-breaking to supercomputer-ready, while China can erect massive structures in weeks and scale energy far faster.
Speed vs. Scale
• Huang notes China’s ability to stand up large buildings even hospitals in days, giving it a construction-speed edge.
• AI capacity is now limited by permitting, land, steel, grid hookups not algorit
Nvidia’s Jensen Huang says the new battleground isn’t model quality, it’s who can build and power hyperscale AI data centers the fastest. A top-end US AI facility takes 3 years from ground-breaking to supercomputer-ready, while China can erect massive structures in weeks and scale energy far faster.
Speed vs. Scale
• Huang notes China’s ability to stand up large buildings even hospitals in days, giving it a construction-speed edge.
• AI capacity is now limited by permitting, land, steel, grid hookups not algorit
Researchers sound the alarm over the unexpected result of the rapid growth of AI and its environmental impact. https://www.thecooldown.co...
Elon Musk: The sun is overwhelmingly the source of energy, and everything else is tiny potatoes 🥔
“The biggest source of energy by far is the sun. So nothing even comes close to the sun in terms of energy output. The sun converts over 4 million tons of mass to energy per… pic.twitter.com/oxk8fFe9f0— Eva Fo𝕏 🦊 Claudius Nero's Legion (EvaFox) December 4, 2025 https://x.com/EvaFox/statu...
“The biggest source of energy by far is the sun. So nothing even comes close to the sun in terms of energy output. The sun converts over 4 million tons of mass to energy per… pic.twitter.com/oxk8fFe9f0— Eva Fo𝕏 🦊 Claudius Nero's Legion (EvaFox) December 4, 2025 https://x.com/EvaFox/statu...
🚨 Amazon launches new AI chip and it's taking on Nvidia and Google.
Amazon has released its newest in-house AI chips, Trainium 3, now available inside large “UltraServers” with up to 144 chips per system. The company says the setup delivers 4× more compute and similar gains in energy efficiency compared to the previous generation.
What Amazon is pitching:
• The new Trainium 3 UltraServers are designed to train larger AI models faster and at lower cost.
• Amazon positions them as a direct alternative to Nvidia GPUs and Google’s custom silicon.
• The company frames the launch as “democratizin
Amazon has released its newest in-house AI chips, Trainium 3, now available inside large “UltraServers” with up to 144 chips per system. The company says the setup delivers 4× more compute and similar gains in energy efficiency compared to the previous generation.
What Amazon is pitching:
• The new Trainium 3 UltraServers are designed to train larger AI models faster and at lower cost.
• Amazon positions them as a direct alternative to Nvidia GPUs and Google’s custom silicon.
• The company frames the launch as “democratizin
Artificial intelligence (AI) is transforming the world at top speed, and behind the breakthrough lies a growing demand for electrical power. https://news.mst.edu/2025/...
⚠️ US data center construction plans are soaring:
Data center capacity that is built, under construction, or in planning hit a record ~80 gigawatts in 2025. To put this into perspective, this much capacity could theoretically power up to 60 MILLION homes.
Capacity has more than DOUBLED over the last year and is now 8 times higher than it was in 2022. This comes as planned projects make up ~65 gigawatts of the total, an all-time high.
AI expansion will soon be ALL about energy.
AI Post 🪙 | Our X 🥇
Data center capacity that is built, under construction, or in planning hit a record ~80 gigawatts in 2025. To put this into perspective, this much capacity could theoretically power up to 60 MILLION homes.
Capacity has more than DOUBLED over the last year and is now 8 times higher than it was in 2022. This comes as planned projects make up ~65 gigawatts of the total, an all-time high.
AI expansion will soon be ALL about energy.
AI Post 🪙 | Our X 🥇
Trump’s Genesis Mission will link national labs, artificial intelligence and quantum tech to speed up scientific breakthroughs, especially in energy.… https://cowboystatedaily.c...
BigBear.ai, Upstart, SoundHound AI, Hut 8, Tempus AI, Fluence Energy, and Ambarella are the seven Artificial Intelligence stocks to watch today, according to MarketBeat's stock screener tool. Artificial intelligence stocks are shares of companies that develop, manufacture, or widely deploy AI techn https://www.marketbeat.com...
U.S. Department of Energy releases promotional video for Trump's AI project, Genesis Mission: "A new revolution begins."
AI Post 🪙 | Our X 🥇
AI Post 🪙 | Our X 🥇
President Trump issued an Executive Order on November 24 to launch the Genesis Mission, a historic national effort led by the US Department of Energy. https://news.fnal.gov/2025...
OpenAI is planning to use more energy than the UK or Germany in 5 years, and more than India in 8 years. And that’s just one company.
Can someone please explain how the UK and Germany will save the planet? Does it really make sense to sacrifice their economies and jobs?
AI Post 🪙 | Our X 🥇
Can someone please explain how the UK and Germany will save the planet? Does it really make sense to sacrifice their economies and jobs?
AI Post 🪙 | Our X 🥇
The Sun is 99.8% of all mass in our solar system.
Even if you somehow burned Jupiter and everything that is not the Sun in a fusion reactor, the Sun would still round up to 100% of all energy.
The Sun is all that matters long-term. https://t.co/ZgVFFGoc1w— Elon Musk ( @elonmusk ) November 23, 2025 https://x.com/elonmusk/sta...
Even if you somehow burned Jupiter and everything that is not the Sun in a fusion reactor, the Sun would still round up to 100% of all energy.
The Sun is all that matters long-term. https://t.co/ZgVFFGoc1w— Elon Musk ( @elonmusk ) November 23, 2025 https://x.com/elonmusk/sta...
Starlight energy ftw https://t.co/AIXR94kH2X— Elon Musk ( @elonmusk ) November 20, 2025 https://x.com/elonmusk/sta...
Elon Musk: Why a 1 Terawatt AI is impossible on Earth??
"My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So, long before you exhaust potential energy sources on Earth, meaning perhaps in the four or five-year timeframe, the lowest cost way to do AI compute will be with solar-powered AI satellites. I'd say not more than five years from now
Just look at the supercomputers we're building together. Let's say each rack is two tons; out of that two tons, 1.95 of it is probably for cooling. Just imagine how tiny that little supercompute
"My estimate is that the cost-effectiveness of AI in space will be overwhelmingly better than AI on the ground. So, long before you exhaust potential energy sources on Earth, meaning perhaps in the four or five-year timeframe, the lowest cost way to do AI compute will be with solar-powered AI satellites. I'd say not more than five years from now
Just look at the supercomputers we're building together. Let's say each rack is two tons; out of that two tons, 1.95 of it is probably for cooling. Just imagine how tiny that little supercompute
Artificial intelligence is a game changer and brings a huge potential to strengthen the resilience of the power system. https://energy.ec.europa.e...
🔔 Update to LeCuns departure from Meta
• Yann LeCun is reportedly leaving Meta Platforms because he’s lost confidence in large language models as the path to human-level AI - he calls them a “dead end”.
• He argues instead for so-called world models: systems that build an internal, causal understanding of the physical and action-based world (not just text) and can predict the results of actions.
• His vision: machines that plan, reason, and act in hierarchies with measurable “energy functions” (i.e., cost/compatibility functions) rather than just generating next tokens - though it’s still v
• Yann LeCun is reportedly leaving Meta Platforms because he’s lost confidence in large language models as the path to human-level AI - he calls them a “dead end”.
• He argues instead for so-called world models: systems that build an internal, causal understanding of the physical and action-based world (not just text) and can predict the results of actions.
• His vision: machines that plan, reason, and act in hierarchies with measurable “energy functions” (i.e., cost/compatibility functions) rather than just generating next tokens - though it’s still v
Jeff Bezos basically said that if the AI economy keeps driving energy demand higher then Amazon will eventually need data centers in space because Earth will not supply enough power.
AI Post 🪙 | Our X 🥇
AI Post 🪙 | Our X 🥇
Amal El Fallah Seghrouchni presides over the signing of two strategic agreements in Dakhla that make the southern provinces a national and African center for innovation and a space for https://www.atalayar.com/e...
⚡️ Google pours $40B into Texas to build the AI infrastructure of the future
Google is committing $40B through 2027 to expand its Cloud and AI footprint across Texas, including new data centers in Armstrong and Haskell counties and massive investment into energy resilience.
What’s happening
• Building large-scale cloud + AI data centers across Texas
• Strengthening the state’s energy capacity to handle next-gen compute demand
• Funding programs to double the pipeline of new Texas electricians needed for the AI boom
• Thousands of new jobs expected across construction, operations, and energy
Google is committing $40B through 2027 to expand its Cloud and AI footprint across Texas, including new data centers in Armstrong and Haskell counties and massive investment into energy resilience.
What’s happening
• Building large-scale cloud + AI data centers across Texas
• Strengthening the state’s energy capacity to handle next-gen compute demand
• Funding programs to double the pipeline of new Texas electricians needed for the AI boom
• Thousands of new jobs expected across construction, operations, and energy
⚡️ Intelligence-per-Watt: The next frontier in AI efficiency
A new paper from the Hazy Research team introduces a powerful idea, Intelligence-per-Watt (IPW) as the core metric for measuring how much “useful intelligence” a system delivers per unit of energy.
Local AI is catching up fast:
• Local models now handle ~89% of common chat and reasoning tasks, matching cloud models for most daily use cases.
• Since 2023, their IPW has improved over 5×, showing explosive efficiency gains on-device.
• This suggests a coming shift in AI inference — from cloud datacenters to local hardware like laptop
A new paper from the Hazy Research team introduces a powerful idea, Intelligence-per-Watt (IPW) as the core metric for measuring how much “useful intelligence” a system delivers per unit of energy.
Local AI is catching up fast:
• Local models now handle ~89% of common chat and reasoning tasks, matching cloud models for most daily use cases.
• Since 2023, their IPW has improved over 5×, showing explosive efficiency gains on-device.
• This suggests a coming shift in AI inference — from cloud datacenters to local hardware like laptop
Moved to ATX five years ago and found boomtown energy with bright people. Only gotten better since. Long on Austin. https://t.co/0ASm2SLLsf— Joe Gebbia (jgebbia) November 13, 2025 https://x.com/jgebbia/stat...
The French Government Launches an LLM Leaderboard Comparable to LMarena, Emphasizing European Languages and Energy Efficiency
And (not) surprisingly, their french model Mistral Medium is top of class, outperforming every other model out there. Europe is making itself more ridiculous every day.
If you can't find a benchmark where you are top of class, invent the benchmark yourself.
AI Post 🪙 | Our X 🥇
And (not) surprisingly, their french model Mistral Medium is top of class, outperforming every other model out there. Europe is making itself more ridiculous every day.
If you can't find a benchmark where you are top of class, invent the benchmark yourself.
AI Post 🪙 | Our X 🥇
Artificial intelligence (AI) is advancing rapidly, but it faces significant constraints in power availability and physical space for data centers. While there are abundant graphics processing units (GPUs) available from Nvidia (NASDAQ:NVDA), the real bottleneck lies in securing affordable, reliable energy to power them https://247wallst.com/inve...
A major technology and energy project is about to begin in Millard County, with hopes of bringing jobs and development to the rural area. https://ksltv.com/science-...
Clean Energy Technologies (Nasdaq: CETY) announced on November 4, 2025 that it intends to evaluate and develop energy‑efficient solutions for artificial intelligence data centers and crypto miners.The release cites IEA estimates that U.S. data centers used 183 TWh in 2024 and that U.S. and global demand may roughly double by 203 https://www.stocktitan.net...
Megapack will carry a lot of the world’s load in energy, as it allows power plants to run continuously. x.com/Tesla_Megapack/status/1985460209691869455— Elon Musk ( @elonmusk ) Nov 4, 2025 https://x.com/elonmusk/sta...
I worry that the U.S. is falling behind China in the quest for AI dominance. And in the quest for quantum superiority. And in many other strategic areas of scientific discovery. But these gaps won’t be solved by tech companies asking the government to build more power plants. https://www.wral.com/busin...
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