The Kobeissi Letter : Alphabet, Amazon, Meta, Microsoft, and OpenAI alone have a


Alphabet, Amazon, Meta, Microsoft, and OpenAI alone have announced $800 BILLION in commitments for new data centers in 2025.

Meanwhile, electricity prices are up +35% since 2022.

With nuclear power 10+ years away, how will we meet electricity demand?


Data centers are the new oil:

Data center energy consumption has reached a record 5% of total US power demand.

By 2030, data center energy consumption will exceed 10% of total US power demand.

The AI revolution is even bigger than you think.


Data centers are the new oil:

Data center energy consumption has reached a record 5% of total US power demand.

By 2030, data center energy consumption will exceed 10% of total US power demand.

The AI revolution is even bigger than you think.