Shanu Mathew
27.5K posts
Shanu Mathew
@ShanuMathew93
Electrotech, AI power/DCs, Sustainability, NBA, & Rap posts. PM public equities. Prior: HY credit, ibanking. All views expressed = personal. Not advice. DYOR.
- I wish everyone that spouted off on the ICE vs. EV debate had to simply acknowledge first that most of the energy you put into a gasoline car is wasted and EVs are far more efficient at converting energy to motion. This is a simple, objective fact.
- Perspective: Lithium we mine today and that we'll need to mine by 2050 compared to other major mined materials today like Iron, Aluminum, and Copper. Measured in kilotonnes. Great visual.
- And another one with a unique structure! xAI is raising $20B ($7.5B equity, $12.5B debt) via a special purpose vehicle to buy Nvidia GPUs for its Memphis Colossus 2 data center. Nvidia is investing up to $2B in equity. The SPV will rent out chips for 5 years, with debt backed
- Larry Fink/BlackRock: "Today, we're standing at the edge of an opportunity so vast it's almost hard to grasp. By 2040, the global demand for new infrastructure investment is $68 trillion. To put that price tag in perspective, it’s roughly the equivalent of building the entire
- Zuck in this pod "if we end up misspending a couple of hundred billion dollars, I think that that is going to be very unfortunate obviously. But what I'd say is I actually think the risk is higher on the other side. If you if you um build too slowly and then super intelligence is
- Battery energy storage system era is here. Countries across the globe are scaling up storage the next few years (and for years to come). Over 250 gigascale projects could come online within two years. Battery capacity as % of peak loads rising across key markets.
- Hate to be that guy but legalizing sports betting was the wrong call. Every commercial. So many comments/posts on social media on any sports content. Every major athlete and commentator 's endorsements. It's annoying and sucks up most of the air time vs. talking about the sport.
- Looks like this is finalized? Meta sealed ~$30B financing for Louisiana’s Hyperion data center via SPV structure: Blue Owl gets 80% ownership, Meta 20%. Morgan Stanley arranged $27B+ debt (Pimco anchor) + $2.5B equity. Bonds: 144A format, A+ rated, mature 2049, price at ~225bps
Meta secured $29B financing for Louisiana data center expansion: Pimco leading $26B debt portion, Blue Owl providing $3B equity. The massive investment reflects Meta’s AI infrastructure push and intensifying competition to finance AI infra. - The ERCOT electricity mix from 2006 to 2024 is amazing to see!
- Bain: -Data center boom could require $2T+ in new energy resources globally -US utilities face 7-26% generation increase by 2028, biggest challenge in decades -44% of US load growth from data centers thru '28 -Utilities need 10%+ revenue requirement to fund required capex
- AWS CEO on CNBC just said they are bringing on ~5GW in 15 months. Excuse me what?! On 67GW global data center capacity at the end of 2024, that's brining on +6% of global supply! -Overall AWS Capacity: Added 3.8 gigawatts in the last 12 months with another gigawatt planned for
