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↗
@neelsomani
Neel Somani · 37,350 followers
ML research & energy markets. Prev: Founder of Eclipse, QR at Citadel. Proud Cal Bear. Read my primer: https://t.co/2yI5SBMyof
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