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I'm a former Citadel quant who covered power & gas.There's constant talk about chips & memory, but power is the central…

@neelsomani

https://x.com/neelsomani/status/2084719248048529848

August 5, 2026

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The GistWhat is this about?
I'm a former Citadel quant who covered power & gas.There's constant talk about chips & memory, but power is the central bottleneck for AI.Very few people understand it, so I'm posting a canonical primer on power pricing & data centers: