According to @CNBC, Texas’ rapid data center expansion is raising blackout risk during extreme winter weather as large new loads connect to the ERCOT grid. Based on @CNBC’s report, higher peak demand in severe cold increases the likelihood of curtailments and power-price spikes for power-intensive computing in Texas, so traders should monitor ERCOT emergency alerts and real-time prices for potential impacts on BTC network hash rate, miner revenues, and AI-exposed equities.

According to the source, Google's GraphCast produces 10-day global forecasts in seconds and has outperformed ECMWF’s high‑resolution system on most verification targets. source: Google DeepMind MetNet‑3 delivers state‑of‑the‑art 24‑hour precipitation forecasts with higher skill than traditional numerical baselines for short‑range rain prediction. source: Google Research These accuracy and speed gains can directly influence BTC miner curtailment and hedging, as Riot Platforms reported earning 31.7 million dollars in power credits by curtailing usage during Texas heat waves in August 2023. source: Riot Platforms August 2023 operations update Weather risk is tradable via CME temperature futures and options that hedge degree‑day exposure, making higher‑fidelity forecasts immediately actionable for energy and commodity desks. source: CME Group ERCOT notes that extreme temperatures materially increase load and scarcity risk, linking better weather forecasts to power price outcomes that affect large‑scale mining operations. source: ERCOT Seasonal Assessment of Resource Adequacy

According to @GoogleDeepMind, its new WeatherNext 2 is the most advanced AI system from the team, delivering more accurate and higher-resolution global weather forecasts. Source: @GoogleDeepMind. More accurate forecasts are critical inputs for short-term power demand and renewable generation modeling that drive electricity and natural gas price formation. Source: U.S. Energy Information Administration; International Energy Agency. Large Bitcoin miners in Texas have curtailed operations during extreme heat and grid stress, underscoring sensitivity to power prices and weather-driven grid conditions. Source: Reuters reporting on Texas miner curtailments in 2023; ERCOT public notices. For traders, improved weather visibility is relevant when assessing BTC miner operating margins and production guidance because public miners disclose electricity as a primary cost driver. Source: Riot Platforms 2023 Annual Report; Marathon Digital 2023 Annual Report.

According to @AnthropicAI, the company will build its own AI infrastructure by constructing data centers in Texas and New York, representing a $50 billion U.S. investment expected to create thousands of American jobs. Source: Anthropic newsroom; @AnthropicAI on X. Texas is a leading U.S. hub for Bitcoin (BTC) mining and has experienced periodic grid curtailments during peak demand, highlighting miners’ exposure to electricity costs. Source: Reuters; ERCOT. New York enacted a two-year moratorium on new fossil-fueled proof-of-work mining in 2022, making local energy policy a key operational factor for crypto miners. Source: Reuters. The announced build adds confirmed large-scale data center demand to regions already flagged for rising electricity loads by the IEA, while BTC mining economics remain heavily driven by power prices per the Cambridge Bitcoin Electricity Consumption Index. Source: IEA Electricity 2024; Cambridge CCAF.

According to @business, heavy snow will hit Chicago late Sunday, snarling air travel and bringing near-freezing temperatures to New York City and as far south as Florida and Texas, source: Bloomberg. For traders, this points to elevated disruption risk at major hubs including Chicago O'Hare ORD and Midway MDW and New York’s JFK, LGA, and EWR into the Monday session as air travel is snarled, source: Bloomberg. Crypto angle: Texas hosts a significant concentration of U.S. Bitcoin miners and large flexible loads have historically curtailed during extreme weather to support ERCOT grid reliability, so market participants may monitor ERCOT notices and miner updates if colder temperatures pressure the grid, source: Reuters; ERCOT.

According to @KobeissiLetter, AI data centers could consume 1,600 TWh of electricity by 2035, equal to 4.4% of global power and roughly 4x current levels, implying energy will cap AI growth over the next decade (source: @KobeissiLetter). The International Energy Agency separately warns data center electricity use could about double from 2022 to 2026, underscoring accelerating load and grid constraints in key hubs (source: International Energy Agency, 2024). In major US markets, data center load is growing faster than EVs and hydrogen, making power availability and pricing a central driver for utilities and independent power producers in regions like Northern Virginia and Texas (source: @KobeissiLetter; PJM 2024 Load Forecast; ERCOT Long-Term System Assessment 2024). For crypto, tighter grids raise power price and curtailment risks for BTC miners, while operators with long-term low-cost power or self-generation are relatively better positioned (source: Cambridge Centre for Alternative Finance 2024; ERCOT 2024).