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Pranav
491 posts
Pranav
@IamPranavJ
Engineer | Energy + AI | Previously @nasa
Katılım Ağustos 2012
958 Takip Edilen655 Takipçiler
These robots have worked 48 hours in 2 days when humans only work 40 hours (less with bathroom breaks) over a week.
The $BOT future is coming.
Brett Adcock@adcock_brett
We're live for Day 3! Watch our humanoid robots running 24/7 with full autonomy. We will be running until robot failure x.com/i/broadcasts/1…
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@bindureddy 30x cheaper is the underrated number. inference cost is what drives deployment. benchmarks matter less when one model is 30x cheaper at similar capability.
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China is building pragmatic open-source AI models and no one can really stop them....
These models can already handle 50% of every day tasks effectively and are 30x cheaper to run
In a few months, they will be able to handle most professional tasks - you don't need a 10T param model to automate work
The US should stop complaining and catch up
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@orbital_station 50 gas turbines because grid interconnection is a 5+ year wait. AI training can't sit in queue. onsite gas is the only way to compress that timeline.
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xAI is running nearly 50 gas turbines unchecked at its Mississippi data center to power Grok training. Musk’s AI empire is sprinting full throttle on energy — no brakes.
techcrunch.com/2026/05/13/mus…
#xAI #AI #OrbitalStation
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@TheAhmadOsman local AI on AMD is way underrated. ROCm has caught up enough that you can run 70B+ models on consumer cards. nobody talks about it because NVDA owns the marketing budget. but the hardware works.
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Mike is among the TOP 10 people working in Local AI that no one is paying attention to
His stuff is in-depth, well researched and reasoned
Follow this guy and congratulate him on winning AMD Developer contest for his Local AI work
Mike Bradley@The_Only_Signal
Just won an AMD developer contest for Dream Server and my work on local AI. Nobody on X will care.
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@aparanjape battery costs are dropping fast. but 24/7 solar+battery still breaks in winter and high latitudes. nuclear and firm power don't go away. they just compete differently.
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The dawn of 24/7 solar power
Falling battery costs drive the economics of round-the-clock renewables
ft.com/content/b5c53f…
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@KobeissiLetter 8.6M sounds huge. US burns 20M barrels a day. one week of SPR drawdown is about 10 hours of consumption. SPR was built for supply shocks. now it's a price tool.
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US oil reserves are falling at a record pace:
The Strategic Petroleum Reserve (SPR) dropped -8.6 million barrels last week, the largest weekly drawdown on record, per Zerohedge.
This marks the 7th consecutive weekly decline, the longest streak since 2023.
Over this period, US oil reserves in the SPR have dropped -31 million barrels, to 384 million, the lowest since October 2024.
This wipes out nearly half of all the oil added to the SPR between July 2023 and March 2026.
Meanwhile, US crude oil exports jumped +742,000 barrels last week, to 5.5 million barrels per day, the 2nd-highest in at least 3 years, after a record 6.5 million barrels per day 2 weeks prior.
The world is scrambling for American oil.
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Breaking Points' @esaagar says AI companies are "fighting against a very, very big force" in the US.
"There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies."
"Something is happening. The tide has not only turned, but coming."
"People just feel like this is out of their control. About AI especially. They're like, 'I want impact. I want a say.'"
"There's an overwhelming animus, and people are angry. It's about a lack of control. 'You're coming to take my job, you're increasing my electricity prices, you're changing my nation. And I have to have a say as a citizen.'"
"It's no longer just about electricity, it's about the whole picture."
From his appearance on the show last month.
Garry Tan@garrytan
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
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@EMostaque yeah TAM is way bigger. but humanoids stack every AI bottleneck on top of physical manufacturing. compute scales fast. atoms don't. you're looking at a 2030+ economy effect.
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@NoLimitGains 5.11% on the 30Y changes the math for long-cycle infrastructure. nuclear plants amortize over 50 years. data centers over 15. the financing gap just widened on every AI buildout plan.
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@ai_for_success matches what i see. claude has been pulling ahead for engineering work for 6 months. openai owns consumer. anthropic owns builders. those are different races.
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@is_OwenLewis agree on the framing. but the pro-data-center side keeps overclaiming. data centers DO evaporate water. AWS oregon: 5M+ gallons a day. just own the numbers.
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Not building datacenter is economic self-sabotage. It's also civilizational sabotage, but let's stick to the level most people can relate to.
If there's a datacenter built in your area, that means a massive increase in tax revenue flowing into local coffers, which can be used to improve the lives of local residents. It'll mean a few extra jobs, and (because datacenters now have to bring their own power) more abundant available energy, likely at cheaper prices.
It's relatively quiet after construction is done, and the only byproduct is heat. They use some water, but not much. Concerns over water have been greatly overblown due to fearmongering and outright lies.
There are zero significant downsides. How often can that be said for anything this big?
Opposition to datacenters is the height of irrationality, and I just hope enough people realize the benefits before they're all forced up into space.
Payton Alexander@AlexanderPayton
Data centers are generating trillions of dollars in value for the economy. Data centers don’t consume water, they return it to the environment. Data centers lower household energy costs by producing their own electricity and generating stable demand that reduces operating costs for the grid. Data centers create jobs for construction workers, electricians, and other skilled workers year round, all across the country. Data centers data centers pay billions in state and local taxes without using public services, meaning more resources for the rest of us. Data centers power every part of the digital economy in ways most people don’t even know, even enabling things as mundane as stocking products at grocery stores. Data centers are driving the AI revolution that will keep America ahead of China and enable universal high income for everyone.
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@lakshmishaks india's GPU import bill hits $10B+ this year. assembly is the easy part. packaging and advanced fab are 10-year gaps. and we're not on that timeline.
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India’s IT Hardware PLI may soon expand beyond laptops/PCs into AI infrastructure. MeitY officials say AI servers could be added in the next revamp as India pushes for local AI hardware manufacturing amid soaring global GPU/server demand. From assembly → compute stack.
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@JigarShahDC agree on nuclear. timing is the harder problem. AI compute is on a 3x curve in 5 years. new reactors take 7-12. the gap gets filled by whatever firm power is on the grid today.
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Everyone's asking: what actually powers AI data centers?
The answer is more complicated — and more interesting — than "natural gas vs renewables." Nuclear is always the best...
A 🧵 on what's really happening, and where it's going.
Duncan S. Campbell@duncancampbell
@isabelleboemeke Look at the right of the chart. This can be 90%+ clean for same price as TMI restart. And TMI won’t offer 100% clean baseload either. More like 93% with gas backup! But to be very transparent we also show the full range of tradeoffs.
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If you become exceptional at managing agents, but are also exceptional in your understanding of the fundamentals, you will be unstoppable.
We all prefer to work with masters of their craft. What’s new: you can’t afford to miss out on the amplification agents have on your output
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@ARK_Funds you left off the biggest one. power. grid build can't match what AI compute will need by 2028. the other three are solvable. electrons aren't.
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@PolymarketMoney 1000x compute = 1000x power. the grid took 100 years to build. we don't have 100 years. and nobody is on a 10-year build pace either.
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$NVDA CEO Jensen Huang says computing may need “1,000x more” energy than we currently have.
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@riteshmjn yeah and it gets worse. one engineer plus 24/7 production inference costs the same as a senior at a top firm. but ships 10x the throughput.
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Unpopular opinion but slowly people have started talking about it.
Cost of compute ( not subsidized) is significantly higher than the starting salary of an Indian IT worker.
Ritesh Jain@riteshmjn
@iamshalabh21 Completely agree that’s why I have turned bullish on Indian and global software.
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