We need data centers in spaceFormer Google CEO Eric Schmidt:“We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem” https://t.co/Q25hTLcvvD ...

Guess what. There are 7 billion people on the planet who've never been able to partake in capitalism. That is the positive story for Bitcoin.It's going to happen so fast that individuals, companies, governments will not be able to move fast enough. And that's what's starting to happen. That's what I'm kind of looking for is that the risk is for the next 3 weeks.And at that point, maybe Bitcoin's down at 40,000 or maybe it hangs in here and it seems to rotation. What's going on, guys. Today we've got an amaz ...

Geopolitics is key, but 2026 energy markets are moving on more than headlines. Here are five things to watch. First, the LG tsunami.2026 kicks off the largest supply expansion in history. As traders brace for a global surplus, project delays may be key to Henry Hub volatility. Second, the Oil Balancing Act.Supply from Gana, Canada, and Brazil is surging. OPEC Plus faces a tough choice. Lower output or lower oil prices.Third, the China swing. From crude stockpiling to refined product export licenses, a singl ...

Core Insights - American Electric Power (AEP) is experiencing significant demand growth driven by data centers and large loads, particularly in Texas, which is influencing the company's capital expenditure plans [1][5]. Group 1: Demand and Growth - AEP has contracted 56 GW of large loads expected by 2030, a substantial increase from 28 GW in the third quarter [2]. - Retail sales growth for AEP is projected at 7.5% in 2025, up from 3% in 2024, primarily fueled by commercial and industrial sales [3][8]. - Data centers constitute nearly 90% of AEP's large load pipeline, indicating a strong reliance on this sector for future growth [5]. Group 2: Financial Projections - AEP's capital expenditure plan through 2030 is set at $72 billion, with an additional $5 billion to $8 billion anticipated [4]. - The consolidated return on equity for AEP is expected to rise to 9.1% in 2025, up from 8.8% in 2023 [5]. Group 3: Regulatory Environment - Utility regulators in several states, including Ohio, Indiana, Kentucky, and West Virginia, have approved large load tariffs to protect existing customers from costs associated with new loads [7]. - Similar tariff proposals are under consideration in Michigan, Oklahoma, Texas, and Virginia, reflecting a proactive regulatory approach to manage growth [7]. Group 4: Infrastructure and Load Management - AEP Texas has seen an increase in large loads compliant with Senate Bill 6, now totaling 36 GW, up from 13 GW in the fall [6]. - The Electric Reliability Council of Texas (ERCOT) is a crucial component of AEP's long-term growth strategy, with a significant portion of new loads coming from hyperscaler data centers [6][7].

If you look at Bitcoin mining, it cost you a little over a million dollars a megawatt for infrastructure and miners. Infrastructure alone in the data center world is 12 million a megawatt. The amount of compute that is deployed today versus what will be deployed in 5 years, it's never getting shut off.And one word of warning from an investment perspective. All right. Uh you run a very interesting business that has a lot of components and inputs.You have hardware, you have energy, you've got Bitcoin, you've ...

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 ...

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 ...

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 ...

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]

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 ...