Assertion Open · timeframe Dec 2027
Eliahu-Ontiveros: Anthropic aims to add over 8 GW of power by 2027
“Anthropic, you know, one and a half gigs of capacity end of 20, 25. By 27, they won over 10 gigs, right? So they're going to build basically more than eight gigawatts in two years. That's the size of Google today.”
Assertion Supported
Eliahu-Ontiveros: Google deployed $50B in balance sheet backstops for Anthropic
“If you look at how much capital they have sort of indirectly deployed, it's already fifty billion dollars of sort of applications that they have on their balance sheets that are solely in sort of the goal of supporting Anthropix data center build out.”
Opinion
Eliahu-Ontiveros: Microsoft has dropped to fourth in hyperscaler energy sophistication
“I don't think I wouldn't call Microsoft now the second. I probably would rank them fourth now. I think you've seen Amazon step up pretty dramatically, and you've seen them at the frontier of a bunch of, you know, unique type of deals.”
Assertion Supported
Eliahu-Ontiveros: Meta modern AI data centers omit backup generator sets
“Another interesting thing they've done, for example, is more at the data center level than at the energy level, but no backup. You look at any one of the modern meta data, so they don't have any gensets, or they have, you know, like, 10 megawatts for a hundred…”
Opinion
Eliahu-Ontiveros: Nvidia risks losing silicon share unless it backstops neocloud power
“It's actually becoming a pretty existential risk for NVIDIA because if they don't support the NeoClouds, they're at risk of basically seeing Google Amazon and others take tremendous market share on the silicon side, right? So you would see Tranium take, take m…”
Prediction Held up
Eliahu-Ontiveros: Nvidia balance sheet support will unlock neocloud growth in 2H 2026
“I expect, you know, second half of 20 seconds, you'll see NeoCloud sort of growth be unlocked much more through the actions of NVIDIA as they provide their volunteer support.”
Opinion
Eliahu-Ontiveros: Deploying Bloom fuel cells means being islanded for life
“And if you do bloom, you're basically islanded for life. Either that, or maybe you get good at some point, and then you move your fuel cells to some other location but you can't use them as backup. It's not a very efficient solution for backup purposes.”
Prediction Not checkable as stated
Eliahu-Ontiveros: Massive AI data center campuses will concentrate in West Texas
“I think the way big data centers, big data center campuses are going to look like a few years from now, again, like, obviously the scenario is we keep adding tens of gigawatts per year that keeps growing, so, you know, we're in this AI scenario. I'm, you know,…”
Assertion Not checkable as stated
Eliahu-Ontiveros: Reliable developers are planning 5 GW data centers in West Texas
“I know of very reliable developers now that are planning five gigawatt data centers in West Texas. So I think it's really changing. We're at an inflection point, and I think you're going to see some pretty gigantic announcements.”
Prediction Open · timeframe Dec 2026
Eliahu-Ontiveros: Gas turbine orders will peak this year
“We think gas turbine orders are going to pick this year.”
Assertion Not checkable as stated
Eliahu-Ontiveros: OpenAI and Anthropic drive half of Amazon and Microsoft buildout
“Increasingly, you basically look at Amazon or Microsoft, how many gigawatts they're building every quarter? Half of that is going to either both of them combined, right? Open AI and Anthropic.”
Opinion
Eliahu-Ontiveros: CoreWeave Lacks Credit Profile to Lease a Gigawatt of Capacity
“For a company like CoreWeave if they wanted to build a gigawatt of data center capacity, or most likely to lease it, that would be more, more likely for them. They're just not going to be able to do that. They don't have the credit profile to do that.”
Assertion Partly supported
Eliahu-Ontiveros: CoreWeave's contracted power plateaued at 3.5 GW since Q3 2025
“CoreWeave, they have, you know, three and a half gigawatts of contracted power. Contracted for that means signed leases for the most part, some self-built, mostly signed leases with third parties. And what you saw was that this number was about, if I remember …”
Assertion Not checkable as stated
Eliahu-Ontiveros: Utilities now demand multi-billion dollar commitments for gigawatts of power
“Utilities now are asking multi-billion dollar commitments for gigawatts gigawatts of power. Turbines and so on and so forth is the same thing. So yes, pretty massive disadvantage.”
Assertion Partly supported
Eliahu-Ontiveros: OpenAI and Oracle to deploy 2.3 GW of reciprocating engines
“They signed this gigantic deal with Oracle in Shackleford County, Texas, where they're going to deploy 2.3 gigawatts of four megawatt reciprocating engines.”
Assertion Supported
Eliahu-Ontiveros: Bloom fuel cells take two days to reach full capacity
“Because Blue Energy fuel cells, you know, they have to run extremely hot. And so if you want to use them as backup this basically takes two days, you know, to go from like zero to a hundred.”
Prediction Not checkable as stated
Eliahu-Ontiveros: Gigascale campuses will pair tens of thousands of acres with hybrid power by 2030
“I think we're going to see more of that towards the end of the decade. More of those campuses with potentially tens of thousands of acres, gigantic campuses that are going to have gas, solar, Batteries. Maybe wind. But I think, yeah, that, that's going to be a…”
Opinion
Eliahu-Ontiveros: Google is the most sophisticated hyperscaler in energy strategy
“Generally speaking, I think it's fair to say that Google is the most sophisticated company. And on the energy side, they have sort of the biggest, you know, trading desks. They've choked some pretty big deals with utilities, as you probably know, for low flexi…”
Assertion Partly supported
Eliahu-Ontiveros: Google and Amazon drove bulk of 150 GW utility load pipeline
“The bulk of these contracted loads, I think at the end of 25, we had like a 150 gigawatts the PPL, you know, in, in, in Pennsylvania. That's mostly Google and Amazon. They're the ones sort of scouting all of the utility markets and you know, putting deposits a…”
Assertion Not checkable as stated
Eliahu-Ontiveros: Most hyperscaler clean energy contracts are non-binding
“The type of contracts that have been signed so far are for the most part non-binding subject to milestones.”
Assertion Supported
Eliahu-Ontiveros: Gas turbines for 2028 delivery are completely sold out
“You can't really get turbines for 28, they're all sold out.”
Assertion Supported
Eliahu-Ontiveros: Lancium is developing Texas power infrastructure for Oracle and OpenAI
“Lancium has been pretty open about this. If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI. They have a bunch of other sites that are pretty massive in West Texas…”
