The data shows people are definitively pro pickleball. Basically the opposite of data centers.

We let your agents listen. 🎧 @ParticleAPI is now a plug-in in @ChatGPT. Go here to install it: chatgpt.com/plugins/plugin_a… Sign up for Particle here: particle.pro?utm_source=sbt&…

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I spent two days touring Intel’s most advanced fab and talking to its technical leadership to understand what the chips of the future will look like. A lot of what's coming next – gate-all-around transistors, backside power, CFET, hybrid bonding – is hard to follow without actually seeing it, so we made all the awesome animated explainers that I wish I had while I was prepping. I also asked Intel’s leadership how the semiconductor industry will cope with the enormous shock in demand from AI. AI compute has grown 3x a year for the last decade, but according to Intel's CTO, Intel could only double leading-edge wafer production with today’s global stock of chipmaking tools. What kinds of tricks can foundries pull to extend this crossover point where demand surges way ahead of supply? This was a totally new format for us - hope you enjoy! 0:00:00 – Intro 0:00:47 – How Intel brings up a new process node 0:03:22 – What Intel learned from 10nm 0:06:28 – From planar transistors to gate-all-around 0:13:13 – Why High-NA EUV pays off for Intel but not TSMC 0:19:20 – Could chips have evolved completely differently? 0:23:33 – Inside Intel's "Hot Topics" meeting 0:29:30 – Replacing copper wires with ruthenium 0:32:41 – Why stacked transistors take a decade to ship 0:39:45 – Hybrid bonding and the chip-to-chip bottleneck 0:48:00 – There aren't enough tools to 10x chip production 0:53:14 – Can Intel catch up to TSMC? 1:01:02 – Terafab, and rethinking the fab from scratch

After 20 years exploring for and producing energy, nothing has impressed me as much as ITAIPU. As a young geologist I was fortunate to be awarded a Thomas J Watson Fellowship, which enabled me to travel the world studying the energy resources and systems of many countries. I have subsequently spent my career as an operator, explorer and student of energy - from geothermal in Iceland to coal in China to solar in Spain to wind in Argentina to oil and gas in Texas, I’ve seen a lot of different energy systems up close. The scale, history and potential of ITAIPU is singularly compelling. This is why the @CrusoeAI team is excited to partner in Paraguay to add value to this amazing energy resource through AI infrastructure development. A shared vision of investment, employment, technology, innovation, clean power and community benefit make this project extremely exciting and I look forward to realizing this vision together with our local partners.

My dog ​​@Boo in the starring role. Thanks to Kareema for the inspiration. Credits: @kaye.creatives

The October 2026 Large Load Tariff Tracker is live: 310 filings, 85 proceedings. Approved: @TheAESCorp Indiana's Monrovia Project and DTE's contracts for a 1,000 MW Google data center New: @GeorgiaPower NU-1, Tampa Electric LLCS-1/-2, MISO, PUCT, PA PUC Learn more, link in comments 👇

Our FERC Show Cause Comparison V3 is live! New statuses: FERC Filed, FERC Approved, and FERC Rejected (in red). Wider coverage: nine new RTO/ISO mechanism entries and up to 8 proposal docs per grid operator, up from 4. Only 27 days left until the response deadline, link in comments👇

A clip from my conversation with Mary Kipp on wildfires in the West (and Hawaii) and how she addresses the profound risks at Puget Sound Energy. Tech, tech, tech, from the macro (weather and climate modeling) to the pinpoint (line sensors and cameras). Part of my Nameplate podcast series halcyon.io/nameplate/mary-ki…

Are you reading @politico Surge, @bstorrow's excellent energy newsletter? If you're not, you should. Listening the Nameplate podcast? If you're not, you should.