According to @KobeissiLetter, the US Department of Energy projects US data centers will consume 325,000-580,000 GWh per year by 2028, roughly equal to the electricity use of about 40 million homes (source: US Department of Energy via @KobeissiLetter). According to @KobeissiLetter, meeting 580,000 GWh would require about 73 average nuclear plants at 8,000 GWh each, yet the US has added only two reactors since 1995 and each takes over 10 years to build, underscoring a capacity shortfall into 2028 (source: @KobeissiLetter). According to @KobeissiLetter, this makes achieving the needed generation by 2028 unlikely at current build rates, signaling a potential power supply constraint for AI build-outs (source: @KobeissiLetter). For crypto, electricity is the dominant operating cost in Bitcoin mining, directly linking miner profitability to power prices and grid tightness (source: Cambridge Bitcoin Electricity Consumption Index). Therefore, the DOE’s projected data center load growth represents a material electricity-market risk factor for BTC miners’ cost curves and hashrate expansion that traders should monitor (source: US Department of Energy via @KobeissiLetter; Cambridge Bitcoin Electricity Consumption Index).