Shanu Mathew on X: "Some data center market color chatter from personal convos and broker expert calls. You are welcome. DMs open if you want to trade notes if you're a developer/energy provider/etc. -No shortage of demand (lot see the build pipeline for next 5 years as highly visible and booked" / X

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To view keyboard shortcuts, press question mark View keyboard shortcuts More details Quote Shanu Mathew @ShanuMathew93 · Jun 18 Some data center market color chatter from personal convos and broker expert calls. You are welcome. DMs open if you want to trade notes if you're a developer/energy provider/etc. -No shortage of demand (lot see the build pipeline for next 5 years as highly visible and booked The post highlights a data center industry shift toward "islanded power" solutions like onsite combined-cycle gas turbines (CCGT), driven by a surprising 10-year utility interconnection delay, with evidence from Mitsubishi Power showing CCGT plants achieve up to 64% thermal efficiency, outpacing traditional grids. Demand for data centers remains robust with a booked 5-year pipeline, but supply is bottlenecked by incomplete projects (e.g., land or gas connections without full infrastructure), challenging the narrative of seamless hyperscaler expansion as noted in a 2024 Synergy Research G

Shanu Mathew @ShanuMathew93 Some data center market color chatter from personal convos and broker expert calls. You are welcome. DMs open if you want to trade notes if you're a developer/energy provider/etc. -No shortage of demand (lot see the build pipeline for next 5 years as highly visible and booked out) -Supply of projects is the questionable area: potentially up to ~80% of inbounds developers are seeing are components vs. end-to-end solutions. E.g., - I have land, gas connect, or turbine, but nothing else. Some of the splashiest PRs fall into this camp. -Hyperscalers, utilities, turbine

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