Below are the retirements so far in 2025...

Note: Many capacity retirements and additions occur in the last month of the year, so this is not a complete picture for 2025.

We need a clearer definition of bubble...

Will many AI startups go under? of course
Are some stocks priced too high? probably
Are too many minor players entering the data center biz? yes

Are the hyperscalers building too fast? I would say not likely
Unused grid capacity - doubt it

#energysky

100% - making this part of the rate base is crazy.

First phase is already online - using 500,000 Trainium chips.
www.aboutamazon.com/news/aws/aws...
Expectation is 1,000,000 chips by EOY 2025.

This site is being used by Anthropic on their latest models. Version 4.5 was announced today.

#energysky

Including @wilson-energy.bsky.social as well.

Yeah, you need to be at like $20/MWh in the US to compete with gas for heat

This table needs updating.
But might be still useful.
Enertime has a new name now.

Also @janrosenow.bsky.social has started making a map of companies involved in industrial heat tech.

Also energy storage
(Includes Rondo)

I think this is really important for the long run. Right now though, companies are willing to pay more than fossil cost for green power. Reputation is valuable.

In the medium term, these local-solar heat battery solutions are a form of hedging. But mostly I think companies are trying it out.

Thanks for the heads up on Coolbrook. @craigofwaffles.bsky.social

Very cool Sammy.