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Neel Somani, a former Citadel quant who covered power & gas, published a…

2026-08-06 · 10:47 UTC ·@ShanuMathew93 ·0 min read

Brief

Shanu Mathew praises Neel Somani's primer (power2026.ai), posted 2026-08-06, as a clear introduction to electricity systems and power price dynamics for newcomers. Somani, a former Citadel quant, argues power is the central bottleneck for AI; the primer explains LMP, HRCOS and generation types (CCGT vs SCGT) so practitioners can 'talk the same language.'

Why it matters

Neel Somani, a former Citadel quant who covered power & gas, published a canonical primer on power pricing and data centers at power2026.ai (tweet linked 2026-08-06) that Shanu Mathew recommends for industry newcomers.

Key details

  • Somani asserts that 'power is the central bottleneck for AI,' and Shanu highlights the need to understand terms like LMP, HRCOS and the distinction between CCGT vs SCGT to have credible conversations about electricity and power price dynamics.
Source evidence

This is a good primer to electricity systems and power price dynamics for people new to the industry. Glad there are resources for folks to get up to speed so we can all talk the same langugage.

Otherwise, people just ignore us when we start talking about LMP, HRCOS, CCGT vs SCGTs, etc. Great work!

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