Nuclear PPAs, data-centre megawatts, grid constraints, utility deals
DATA • CONVERSATIONS • SIGNALS • HUMANS • VIDEOS
The table is read from the same data file as the chart when this section is opened.
The biggest conversational points among Energy’s tracked accounts and searches since 2026-10-25: 61 posts read, 7 kept, 43 dropped as not about AI, 4 dropped as only a link, 5 dropped as a promotion, 2 dropped as a reply to a reply. The posts are their authors’ own words; the rule under each pick says why it stands here.
3 accounts · 4 posts · engagement 290 · the point they share: a lane term several carry
Gas power plants are not cheap. They're not going to help you win over the neighbors and community hosting a data center. Most of them are booked out until 2031 even if you wanted one. And as Anthropic noted in their S1, they leave you exposed to gas price volatility. There's a better way: firmapower.com
the most engaged post of @JesseJenkins in this conversation (104 likes, 20 reposts, 1 quotes, 8 replies as read); the point: a lane term several carry (power); from the lane
To overcome grid connection delays, data centre developers are pushing forward projects with onsite natural gas-based power generation
But with most centres still aiming to connect to the grid in the long-term, addressing bottlenecks remains crucial 👉 iea.li/3Qf9zxV pic.x.com/X6J9XgkkTh
the most engaged post of @IEA in this conversation (23 likes, 4 reposts, 1 quotes, 7 replies as read); the point: a lane term several carry (power); from the lane
Workload requirements. Climate conditions. Power and water availability. Each can influence the cooling approach as AI rack densities increase. Join George Hannah and Maurizio Frizziero on November 9 at 10:00 a.m. EST: ms.spr.ly/6016aaSx4
#ThermalManagement pic.x.com/gMWMM0CJ45
the most engaged post of @Vertiv in this conversation (8 likes, 0 reposts, 0 quotes, 1 replies as read); the point: a lane term several carry (power); from the lane
2 accounts · 2 posts · engagement 72 · the point they share: a lane term several carry
AI is becoming dramatically more energy efficient. At the same time, electricity demand from data centres is set to surge. How can both be true?
Watch as IEA experts unpack this question – and discuss what AI means for the energy system more broadly 👉 iea.li/4bvR3Jn pic.x.com/5vBWgEpZnW
the most engaged post of @IEA in this conversation (30 likes, 7 reposts, 3 quotes, 6 replies as read); the point: a lane term several carry (energy); from the lane
As data center infrastructure expands, engineering decisions play an important role in how energy, water, and other resources are managed. This #SustainabilityDay, learn how Vertiv approaches responsible growth through the One Vertiv, One World framework: ms.spr.ly/6011aLfoT pic.x.com/LoWYzejUA5
the most engaged post of @Vertiv in this conversation (8 likes, 0 reposts, 0 quotes, 1 replies as read); the point: a lane term several carry (energy); from the lane
Not a feed. Each with the piece that used it.
Falling costs are driving rapid growth in battery markets – with average prices dropping 8% in 2025.
But regional price disparities are widening: battery packs in China were 30% cheaper than in the US & 35% cheaper than in Europe last year.
Read more 👉 https://t.co/fRDiu5lrpx https://t.co/sWuURw6hHB
Quoted in The Cell
AI is getting cheaper more quickly than any other transformative tech in history. At a given level of performance, cost has fallen ~47%/quarter since 2023.
That’s 4× faster than DNA sequencing, 6× faster than compute, 18× faster than lithium batteries, and (up to 1973) 54× faster than electricity.
Quoted in The Cell
The filings, reports and news stories behind the Energy pieces, as each piece cites them. A document two pieces cite shows twice.
The people of the 2026 Replicants list who sit in Energy: 1, by rank. A card opens the person on the Replicants page.
