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X @Tesla Owners Silicon Valley
Elon Musk“The next step beyond 🌎 data centers is our orbital data centersWe'll be launching with SpaceX orbital data centers at the 100 to 200 gigawatt per year level. Not cumulative; I mean per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from EarthBut what if you want to go beyond a mere terawatt per year?In order to do that, you have to go to the moon. By having factories on the moon, building AI satellites and having a mass driver....which is the kind ...
X @Tesla Owners Silicon Valley
Elon Musk on data centers in space“The next step beyond Earth data centers is our orbital data centersWe'll be launching with @SpaceX orbital data centers at the 100 to 200 gigawatt per year level. Not cumulative; I mean per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from EarthBut what if you want to go beyond a mere terawatt per year?In order to do that, you have to go to the moon. By having factories on the moon, building AI satellites and having a mas ...
X @Elon Musk
Elon Musk· 2026-02-12 05:34
RT DogeDesigner (@cb_doge)🚨NEW: Elon Musk explains the reason behind the SpaceX and xAI merger."In order to understand the universe, you must explore the universe. That's the motivation behind the combination of SpaceX and xAI is to accelerate humanity's future in understanding the universe and extending the light of consciousness to the stars.So in the grand scheme of things, when you look at how much energy Earth is actually using for civilization, we're only right now using, call it roughly 1% of the pot ...
Origin Energy Sees Opportunity for Data Centers by Its Power Plants
WSJ· 2026-02-12 05:00
Core Viewpoint - The Australian company, Origin, is expected to benefit from supplying energy to data centers, which are anticipated to drive future growth in power demand [1] Company Summary - Frank Calabria, the chief executive of Origin, highlighted the company's strategic position as a supplier of energy to data centers [1]
X @Tesla Owners Silicon Valley
Elon Musk“The next step beyond 🌎 data centers is our orbital data centersWe'll be launching with SpaceX orbital data centers at the 100 to 200 gigawatt per year level. Not cumulative; I mean per year. And ultimately, we see a path to maybe launching as much as a terawatt per year of compute from EarthBut what if you want to go beyond a mere terawatt per year?In order to do that, you have to go to the moon. By having factories on the moon, building AI satellites and having a mass driver....which is the kind ...
Electricity Demand Is Surging—The Grid Isn’t Ready
Yahoo Finance· 2026-02-11 00:00
Core Insights - Global electricity demand is rising at the fastest pace in 15 years, expected to grow by more than 3.5% annually through the end of the decade, driven by AI infrastructure, advanced manufacturing, and electrification [1][3] Group 1: Power Demand Growth - Global electricity demand increased by 3% annually in 2025, following a growth of 4.4% in 2024, with an average growth rate of 3.6% projected from 2026 to 2030 [3] - Emerging economies, including China, India, and Southeast Asia, will account for 80% of additional power demand by 2030, while advanced economies are also seeing a return to growth after 15 years of stagnation [4] - U.S. electricity demand rose by 2.1% in 2025 and is expected to grow nearly 2% annually through 2030, with data centers driving half of this increase [5] Group 2: Power Generation Sources - Renewables, nuclear, and natural gas are the primary beneficiaries of the electricity demand boom, but their growth is contingent on effective grid connectivity [2] - The need for rapid and efficient expansion of grids is a pressing global issue, as developers face constraints in connecting new capacity to the grid [6] Group 3: Grid Investment Needs - Current global investments in grids are approximately $400 billion per year, which must increase by about 50% to meet the expected growth in power demand through 2030 [7] - The transition to the Age of Electricity will require significant scaling up of grid-related supply chains [7]
X @Bloomberg
Bloomberg· 2026-02-10 15:20
Large-scale data centers located in the wrong place or without flexible demand options could hike energy costs, the head of the UK’s grid operator said on Tuesday https://t.co/Bmznc5VyTE ...
Equinix Is The DC King You Can Buy At A Reasonable Price
Seeking Alpha· 2026-02-09 11:12
Group 1 - The growing demand for data centers (DCs) is attracting significant investor interest, but risks are emerging within the ecosystem [1] - Companies like Blue Owl Capital are highlighted as part of the evolving investment landscape in the data center sector [1] Group 2 - The investment approach emphasizes the importance of a positive mindset, humility, and a commitment to continuous learning for success in a volatile market [1]
X @TechCrunch
TechCrunch· 2026-02-07 18:23
New York lawmakers propose a three-year pause on new data centers https://t.co/eedaY2DZSV ...
Bitcoin’s Future Will Be Decided by This One Shift
Anthony Pompliano· 2026-02-07 14:01
Because what I do believe is happening this year is the most important year for crypto ever from a utility basis. And if you were to ask me what needs to happen for Bitcoin to get to a million, I will say the same thing I've said repeatedly. What's going on guys.Today's conversation with Jordi Viser is going to blow your mind. He talks about why Bitcoin is crashing, why software companies may be zeros and how all the multiples are coming down, why that's happening, what it means your portfolio, and then we ...