I think I’m going insane, wasn’t this published a couple of years ago?
Otherwise a great intro to the subject matter (and I’m usually terrible at giving intro reading recommendations)
Neel Somani (@neelsomani)
I'm a former Citadel quant who covered power & gas.
There's constant talk about chips & memory, but power is the central bottleneck for AI.
Very few people understand it, so I'm posting a canonical primer on power pricing & data centers: power2026.ai/
— https://nitter.net/neelsomani/status/2084719248048529848#m