@dkeahey.bsky.social
Reposted
US invested 20% more in AI data centers last year than it did in entire power sector. The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech.
This is the Chinese great green leap forward.
www.phenomenalworld.org/analysis/bri...
bsky.app/profile/70sb...
This is the Chinese great green leap forward.
www.phenomenalworld.org/analysis/bri...
bsky.app/profile/70sb...
Western politicians love the excuse “Why should we invest in renewables when China isn’t doing anything?”
adamtooze.substack.com/p/chartbook-...
Well, this is what China is upto:
China installing wind & solar equivalent of 5 nuclear plants per week
globalenergymonitor.org/report/china...
adamtooze.substack.com/p/chartbook-...
Well, this is what China is upto:
China installing wind & solar equivalent of 5 nuclear plants per week
globalenergymonitor.org/report/china...
August 2, 2025 at 2:29 AM
US invested 20% more in AI data centers last year than it did in entire power sector. The US has gone ALL IN BET OF THE 21st Century on AI, while China has gone all in on green tech.
This is the Chinese great green leap forward.
www.phenomenalworld.org/analysis/bri...
bsky.app/profile/70sb...
This is the Chinese great green leap forward.
www.phenomenalworld.org/analysis/bri...
bsky.app/profile/70sb...
Reposted
"It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents.
A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!" - Jesse Jenkins
A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!" - Jesse Jenkins
August 2, 2025 at 2:49 AM
"It is hard to get your head around how stupendously large an electricity user a 2-5 gigawatt data center represents.
A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!" - Jesse Jenkins
A 5 gigawatt data center consumes on the order of 40 million megawatt-hours of electricity per year, as much electricity as the ENTIRE STATE of Nevada or Kansas!" - Jesse Jenkins
Reposted
"[We see] global data centre capacity increasing by 6x by 2030. That buildout will require an extraordinary amount of money ~$3000 billion of global capex by just 2028"
Most of $ in the US! Stunning report in new series by FT on AI data centres www.ft.com/content/7052...
bsky.app/profile/benb...
Most of $ in the US! Stunning report in new series by FT on AI data centres www.ft.com/content/7052...
bsky.app/profile/benb...
Incredibly instructive reporting on what appears well on its way to becoming the biggest, most concentrated, most energy- and resource-intensive, and most speculative wave of capital investment ever.
ig.ft.com/ai-data-cent...
ig.ft.com/ai-data-cent...
August 2, 2025 at 1:14 PM
"[We see] global data centre capacity increasing by 6x by 2030. That buildout will require an extraordinary amount of money ~$3000 billion of global capex by just 2028"
Most of $ in the US! Stunning report in new series by FT on AI data centres www.ft.com/content/7052...
bsky.app/profile/benb...
Most of $ in the US! Stunning report in new series by FT on AI data centres www.ft.com/content/7052...
bsky.app/profile/benb...
Reposted
What struck me most on Europe wasn’t the focus on value, freedom of speech etc - again, very similar to Vance’s Munich speech - but how activist it is. This is about directly trying to influence what is going on in Europe:
December 5, 2025 at 10:17 AM
What struck me most on Europe wasn’t the focus on value, freedom of speech etc - again, very similar to Vance’s Munich speech - but how activist it is. This is about directly trying to influence what is going on in Europe:
Reposted
The headline, the main takeaway from a European viewpoint is this:
The transatlantic relationship as we know it is over. Yes, we kinda knew this. But this is now official US White House policy. Not a sppech, not a statement. The West as it used to be no longer exists.
The transatlantic relationship as we know it is over. Yes, we kinda knew this. But this is now official US White House policy. Not a sppech, not a statement. The West as it used to be no longer exists.
December 5, 2025 at 9:49 AM
The headline, the main takeaway from a European viewpoint is this:
The transatlantic relationship as we know it is over. Yes, we kinda knew this. But this is now official US White House policy. Not a sppech, not a statement. The West as it used to be no longer exists.
The transatlantic relationship as we know it is over. Yes, we kinda knew this. But this is now official US White House policy. Not a sppech, not a statement. The West as it used to be no longer exists.