ShanuMathew93

X · 99 atoms · 2026-06-23 → 2026-06-29 · 信用档先验 cred3

🟦 fact 32 · 🟥 take 67 · stance ▲25/▼22/◆17

覆盖实体 (top 10)

• Hyperscalers — 9 atoms
• 数据中心的现场天然气发电 — 7 atoms
• Anthropic — 4 atoms
• Google — 4 atoms
• @dalibali2 friend's company — 3 atoms
• nuclear new builds ex-China — 3 atoms
• OpenAI — 2 atoms
• SpaceX — 2 atoms
• Open source models — 2 atoms
• frontier models — 2 atoms

话题分布 (top 8)

资本开支 (4) · 资本支出 (4) · 成本对比 (3) · 定价权 (3) · AI基建 (3) · AI支出 (3) · 国家安全 (3) · 短期订单 (2)

样例 atoms

• 2026-06-26 · 数据中心的现场天然气发电 · engines cheapest at $103/MWh on $1,800/kW capex
• 2026-06-26 · 数据中心的现场天然气发电 · solid oxide fuel cells dearest at $140 despite the best capacity factor and thermal efficiency
• 2026-06-26 · 数据中心的现场天然气发电 · That drags capacity factors down and lifts LCOE by up to 17%
• 2026-06-26 · 数据中心的现场天然气发电 · storage stabilizes gas output and adds flexibility as backup, at a cost of 7 to 12% on LCOE
• 2026-06-26 · 数据中心的现场天然气发电 · The case for it is timing, not cost: it sidesteps multi-year grid queues

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