@CillianBraille @zerohedge 228-256 GW of additional data center demand in ERCOT by 2032 is not within the realm of possibility.
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Austin Storms
11.1K posts
Austin Storms
@austorms
Co-Head, Galaxy Data Centers @galaxyhq | prev. prod + eng @gamdotai | #Bitcoin, Texas, AI, and ERCOT. Disclaimer: https://t.co/DPS7dQtTor
参加日 Ocak 2015
899 フォロー中6.6K フォロワー
Projected ERCOT electricity demand: all data centers, and there is absolutely no way this power will come on line in time
zerohedge@zerohedge
Remember when they screamed bitcoin mining would boil the oceans? Data Center load in ERCOT is projected to be 25 times greater by 2032 and not a peep.
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@RHouseResearch @cazenove_uk @penny_ether @abn_omz @KaneCapz @novogratz @Core_Scientific @CoreWeave @galaxyhq @power_analys1s @jonathan_mg27 @jonathan_mg27 is indeed the right person to connect with
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@cazenove_uk @penny_ether @abn_omz @KaneCapz @novogratz @Core_Scientific @CoreWeave @galaxyhq @power_analys1s @austorms Makes sense. You should try to connect with @jonathan_mg27 to have someone from their team on your show - would be highly relevant to your audience and I think you'd very much appreciate the Helios story. Cheers fella.
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I mean this is CRAZY.
$glxy should be worth $20-25B right now.
@novogratz what’s going on brother??
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It's abundantly clear that you can just do things...!
Excited about the progress at our Helios data center campus in Afton, Texas!
Jonathan Goldowsky@jonathan_mg27
Spent time in Afton, Texas this week with investors touring our Helios data center campus! The pace and scale of construction is incredible, with more than 1,000 workers bringing the build to life. This is what building one of the largest front-of-the-meter data center campuses in North America looks like. And this is just Phase I 👀 $GLXY
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@DavidBranscum @HodlTarantula Do you know what number unit that one is?
It’s at least 5 years old…
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Austin Storms がリツイート
Austin Storms がリツイート
Power is becoming the defining constraint of the AI era.
As compute scales, energy is no longer a background input. It is core infrastructure. AI models run in data centers, and data centers run on electricity, not abstractions.
Galaxy Interactive’s latest research explains why. 🧵
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Terawatt-scale solar and nuclear are the only scalable generation solutions and long-duration BESS is the key to unlocking both in creating the power systems of the future.
Kevin Simback 🍷@KSimback
@austorms @benjaminswald Great article and the math doesn’t lie! What is your take on large-scale solar deployments purpose built for AI datacenters to help meet some of the demand?
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“Do We Have Enough Power?”
Read Galaxy Interactive’s Energy Thesis by @benjaminswald, Sam Englebardt, and me 👇🏻
galaxy.com/insights/persp…
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@Michael_Mauti @VanquishTrader ⚡️⚡️⚡️
Jonathan Goldowsky@jonathan_mg27
$GLXY just completed ERCOT interconnection studies and secured approval for an additional 830 MW of power at our Helios data center campus in West Texas! That brings us to 1.6+ GW of approved power capacity, with 800 MW already committed to CoreWeave. This puts Helios among the largest and fastest-growing data center developers globally, and marks a huge step forward in our mission to build a multi-tenant, multi-gigawatt data center business. Access to reliable power at scale is the scarcest and most valuable asset in the world - it’s the foundation of the AI revolution. Next step: securing a world-class tenant to develop the next AI data center at Helios. Game on! investor.galaxy.com/news-releases/…
QME
TOP 6 AI-COMPUTE CAPACITY NAMES BY CONTRACTED PIPELINE
1. $GLXY ~3.5 GW
2. $CORZ ~3.3 GW
3. $IREN ~2.9 GW
4. $CRWV ~2.9 GW
5. $CIFR ~2.6 GW
6. $NBIS~2.5 GW
Indonesia
Austin Storms がリツイート
$GLXY just completed ERCOT interconnection studies and secured approval for an additional 830 MW of power at our Helios data center campus in West Texas! That brings us to 1.6+ GW of approved power capacity, with 800 MW already committed to CoreWeave.
This puts Helios among the largest and fastest-growing data center developers globally, and marks a huge step forward in our mission to build a multi-tenant, multi-gigawatt data center business.
Access to reliable power at scale is the scarcest and most valuable asset in the world - it’s the foundation of the AI revolution.
Next step: securing a world-class tenant to develop the next AI data center at Helios.
Game on!
investor.galaxy.com/news-releases/…
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It's starting to feel like the '27 Yankees around here...2026 is going to be gigantic.
$CIFR
Cipher Digital@CipherInc
Cipher is pleased to welcome industry veterans @lee_bratcher and @_drewarmstrong_ to the team. *Lee Bratcher joins as Head of Policy & Government Affairs *Drew Armstrong joins as Head of Strategic Initiatives “As Cipher continues to grow into one of the world’s largest data center developers, adding experienced leaders of the caliber of Lee and Drew is critical,” said Tyler Page, Chief Executive Officer. “Their combined regulatory, strategic, and industry experience will help accelerate our growth as we continue on our path to becoming the leading innovator in the AI and HPC data center industry.” Press Release: globenewswire.com/news-release/2…
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Austin Storms がリツイート
I can’t believe we black bagged a narco dictator without considering all available options first, like paying an NGO $100b to put on queer musical theater productions in Caracas
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Austin Storms がリツイート
Paying taxes in the United States is nothing more than a humiliation ritual where you hand over your hard earned money to the government so that it can materially decrease your quality of life.
It's time to abolish the income tax and shrink the government by 99%.
TFTC@TFTC21
A 23-year old YouTuber just exposed billions in fraud that the government knew about for 7 years. Your grandparents paid taxes their whole lives. That money went to empty buildings with daycare signs taped to the windows. @MartyBent on why a tax revolt has never made more sense
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Austin Storms がリツイート
Even if the Somalian daycare centers are legit, can someone explain to me why the government is giving hundreds of millions of dollars to immigrants for free daycare when middle-class families get absolutely zero childcare help?
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Austin Storms がリツイート
Mediterranean land is scarce, desirable, and the cradle of civilization.
In the age of human capital, it’s a national treasure, more valuable than an oil field or a gold mine.
So communists work tirelessly to seize California, a monopoly on the most valuable land in the world.
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@kellyjgreer How quickly do you think OEMs will re-tool existing manufacturing lines and supply chains to support 800 VDC architectures at scale?
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full report on this coming from us in January
including the history of the current wars iykyk
zerohedge@zerohedge
You think you've seen a lot of Capex spending? You ain't seen nothing yet: here are all the data center components that wil become obsolete once NVDA shifts to 800 volt DC
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Austin Storms がリツイート
Data centers are not really causing water problems.
You shouldn't put one just anywhere. But even if they triple by 2030, they’d require just 8% of the water consumed by US golf courses, as I reported for @PirateWires based on @AndyMasley's work.
Stop the AI water doomerism.
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