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).

According to @business, Nippon Life expects its overseas project finance lending to rise 11% to a record this year, driven by surging demand to fund AI data centers in the US and other regions; source: Bloomberg, Sep 18, 2025. For traders, this indicates expanding deal flow in long-dated USD project loans tied to AI infrastructure and power capacity, highlighting opportunities in US energy and data center financing; source: Bloomberg, Sep 18, 2025. IEA reports electricity use by data centres and AI could roughly double by 2026, underscoring rising power demand from AI buildouts; source: International Energy Agency, 2024. Electricity is a primary operating cost for Bitcoin miners, and changes in regional power prices directly affect miner margins; source: Cambridge Centre for Alternative Finance, 2024.

According to Stock Talk (@stocktalkweekly), RBC Capital has reiterated its 'Outperform' rating for Bloom Energy (BE) and set a $26 price target, citing increasing electricity demand and ongoing grid constraints as key drivers for growth. RBC Capital's analysis highlights that Bloom Energy's co-location solutions are well positioned to benefit from these macro trends, which could impact energy-related crypto mining operations that rely on stable and scalable grid infrastructure. Traders are advised to monitor BE's performance, as the company's progress may influence energy costs and supply for crypto market participants and blockchain data centers. (Source: Stock Talk on Twitter, June 5, 2025)