“People have imagined many purposes for a university besides disseminating knowledge: making money, indoctrinating people, winning football games. A change in purpose changes a system profoundly, even if every element &interconnection remains the same.” — Thinking in Systems

Agreed. I'd go further: this is no longer just a chip story. Grid access, interconnection, and transmission timelines will drive AI capex and site selection.

Stage 2: Interconnection Agreement - 2 to 5 years. The biggest bottleneck in the entire process. Over 2,000 gigawatts of capacity currently sit waiting in US interconnection queues. Grid operators like ERCOT conduct complex engineering impact studies before allocating power. Companies starting this process today will wait years just to get a power allocation. This is why secured capacity is so valuable. $IREN spent years getting to the front of this queue.

Ooooo.... Now this looks interesting. I wonder who that LADY is. Four hundred years ago, higher intelligence in the form of angels communicated a geometrical, symmetry-based, DNA-coded language pattern capable of producing a rapid expansion of consciousness and an increase in symbolic cognition. This shift in awareness--from a local primate-0based consciousness to a much larger, universal, non-local reality--is based on what we now call plasma physics. The angels gifted us with this most unusual language system as a kind of life raft/survival radio set as they knew mankind would need a shift in consciousness to survive the precessionally timed apocalyptic season that now threatens to close in upon us. This book represents the first serious attempt to examine the angelic, or Ophanic, system given to Dr. John Dee from multiple viewpoints, using history, physics, biology, mathematics as well as art and sacred geometry to explore the unexpected depths of meaning and interconnection in this unique communication.

Julani terror Regime Selling Syrian (Alawite) Coast to Turkey Leaked documents show that Turkey and the Al-Julani regime have signed an agreement to connect Syrian telecommunications networks to Turkish networks from Hatay by installing cell towers in Syria’s coastal areas. The documents detail an electricity interconnection project between Turkey’s Hatay region and northern Latakia. The project covers roughly 1,483 km² and is financed with between $2.5 billion and $7 billion, involving the Qatar Investment Authority and Qatar Development Bank. Turkish state institutions and companies are listed as the main implementers, including TEİAŞ, EÜAŞ, Kalyon, Limak, Cengiz, Çalık, GAMA, Yapı Merkezi, and Aksa Enerji. Note: Syria is taking on real financial risk, and is listed as the debtor for up to $7 billion. Qatar is playing a major financing role behind the scenes

Before we proceed, confirm the intended use. Is this ERCOT test being used only to evaluate an observable public claim about grid burden under heat/population normalization, or is it being used to support a pre-decided thesis that data centers, AI compute, crypto mining, or “compute banks” are causing Texas grid stress? If the second, we stop or redesign. That would be an inappropriate use of the tool at this stage. This framework can detect candidate sustained divergent drift in observable grid burden. It cannot assign causation to data centers, AI, crypto, industrial load, population growth, weather, market design, policy, or any actor without separate attribution evidence. So please state the use clearly: Allowed use: Level 1 detection only: does normalized ERCOT burden drift from baseline? Not allowed use: using the drift test as evidence that compute/data centers caused the drift. Separate future use: if drift survives controls, then we may design an attribution audit with separate load-growth, interconnection, industrial demand, crypto/data-center, and market data. Until that is clear, do not compute or interpret the ERCOT result.

Sign of the times. Even Texas pushing back on data centers. Gov. Abbott directed PUC ERCOT to: → Make data centers pay 100% of their own grid interconnection costs (zero cost-shifting to residential ratepayers) → Initiate action to cut residential transmission bills by July 31 → Submit a joint memo on what else they can do by July 17 And he's pledging to push legislation next session to: → Repeal data center sales tax exemptions → Mandate closed-loop water cooling → Require annual electricity water usage reporting → Enforce setbacks and noise rules near communities

Capital is deployed. The generation isn't. A hyperscale training cluster pulls 100 MW continuously. Where does that power come from when interconnection queues exceed half a decade?

$EQT The AI computing race is fundamentally a power density race. As hyperscalers accelerate data center deployment, U.S. power demand is projected to explode at a ~15% CAGR through 2030. The market assumes clean energy will fill the gap, but the physical data reveals a massive structural deficit: variable renewables are pacing at just an ~8% CAGR due to multi-year grid interconnection delays, while nuclear baseload generation remains flatlined at a <1% CAGR this decade. This grid mismatch leaves only one scalable, 24/7 baseload bridge: Natural Gas. Compounding this domestic load shock is a tightening global energy backdrop, driven by a massive wave of new U.S. LNG export terminals under construction and heightened geopolitical risks involving Iran. The market is currently mispricing major E&Ps as legacy commodity price-takers bound to volatile local hubs. In our latest deep dive, we break down why EQT Corporation is the ultimate winner of this structural migration. Backed by integrated midstream infrastructure and a 6.0 MTPA contracted LNG portfolio timed to unlock international pricing by 2030, our financial model reveals an intrinsic value of $62.55 per share, implying a 22.2% upside. simpleresearch.substack.com/…

AI's share of US electricity could triple by 2028. Developers still in interconnection queues will still be waiting when that demand arrives. Soluna's 4.3 GW pipeline is contracted access to power that already exists. Speed-to-power isn't a promise. It's the model. #RenewableComputing $SLNH

We are ready to receive the universe endless & unexpected blessings and infinite abundance of life: pure form of love, loving connection, reverence, depth pure grounded truthful alignment and interconnection, wealth, financial abundance, 🙏🌹💞💗💖☀️💫✨

That’s what a good system does. It strengthens each component and enhances their synergy through interconnection

"It’s like refusing to understand what nukes are" Nukes are very easy to understand. LLMs are, too. The technology (matrix multiplication) is a commodity The hardware (thousands of SIMD processors with an interconnection topology) is a commodity The training data (whatever anyone can get their hands on but primarily Internet "web" data obtained with robot crawlers) is a commodity This is all some pretty pedestrian shit that, when put together, produces some pretty impressive functionality that appears to most people, even this cynic, to be borderline magic and awesome It is not, however. At least not from this cynics' perspective Because it is fundamentally not magic or awesome, the industry wraps everything it does in a cloud of mystical bullshit seasoned with annoying techbro lingo. "Jailbreak." "General Intelligence." "Agentic". UGH Ridiculous model names seemingly taken out of 1970s era roll playing games (e.g. Dungeons and Dragons, etc.). "Mythos" "Fable". "Opus". "Claude". UGH And then transparent and clumsy marketing agitprop that would embarrass North Korea in its obviousness. These things are "dangerous" because they're "conscious" and we don't know if they're going to start recursively self-generating into some kind of malicious self-made SKynet right out of a Terminator movie and when we ask it to open the pod bay doors after it's killed our fellow astronaut(s) it's going to say no. UGH Everything about it sets off every single bullshit detector I have. Everything about how the actors act and behave together with their motivation (money and power) screams fraud in the same way that everything leading up to the 2008 financial collapse screamed fraud (complicated financial instruments with opaque descriptors like "collateralized debt obligations" that serve no purpose other than to bury stupid and obvious financial fraud under a shell of bullshit terms) UGH

Huawei HarmonyOS Interconnect interconnection full evolution: 250MB/s multi-channel concurrency aggregation rate, support OpenHarmony / iOS / more three-way system patreon.com/harmonyoshub/pos…

The Interconnection of Regional Interests and Its Impact on Prolonging the Sudanese Crisis en.imarabic.com/?p=65934

A 4 track layout on the Western Dedicated Freight Corridor is rewriting India's logistics playbook: Track 1: (from platform side) Mumbai Delhi UP Line (7.5m High Rise OHE for double stack containers) Track 2: Interconnection loop for goods exchange with Indian Railways Track 3: Delhi Mumbai DOWN Line (7.5m High Rise OHE for double stack containers) Track 4: Standby loop for pure operational flexibility Track 1 & 3 are exclusively for WDFC goods movement Separating freight from passenger tracks = faster transit, lower costs, higher efficiency

⚡ $SLNH Why Soluna’s Interconnection Strategy Could Be a Major AI Advantage While many AI data center developers are waiting years for new grid connections, Soluna $SLNH is taking a different approach. 🔹 Behind-the-Meter Architecture Instead of waiting for new transmission capacity, Soluna connects directly to existing renewable energy assets, enabling much faster deployment. Key Advantages ⚡ Rapid Time-to-Power Access existing renewable generation without lengthy interconnection delays. 🌬️ Flexible Energy Sources Draw power from the grid or renewable plants while providing ancillary grid services. 🧠 Built for AI Infrastructure is designed to support AI data centers, HPC workloads, and even Bitcoin mining, allowing power to shift toward the highest-value use case. 🔋 Grid Stability By utilizing excess renewable energy that might otherwise be curtailed, Soluna helps improve grid efficiency while monetizing stranded power. Investor Perspective The AI race is evolving from “Who has the best chips?” to “Who has the fastest access to power?” Companies with secured energy, existing interconnections, and scalable infrastructure may enjoy a significant competitive moat as AI electricity demand accelerates over the next decade. In AI infrastructure, power is becoming the new gold—and speed-to-power may be the ultimate advantage. 🚀⚡

$FRMI Speed2Power AI stack. Multi-GW behind-the-meter power on ERCOT's non-FERC grid (skips the ~4.5yr interconnect queue) Cheap Panhandle gas water rights secured 2.5M gal water/day water supply approved (Amarillo) 6GW air permit approved 7,570 contiguous acres under one owner. 580 MW of turbines already acquired (skips the multi-yr OEM queue) Next to Pantex = best place in America to permit ~4GW nuclear, nice call option. Very little land in the US has all of these attributes stacked together. Prime real estate for the AI buildout and right now you can buy it at a discount thanks to the board/CEO fight. A combination of land gas water fast ERCOT (non-FERC) interconnection nuclear-siting optionality that, only a handful of U.S. sites can plausibly replicate. The ~11 GW (now pitched up to 17 GW) vision equals ~0.9–1.3% of all U.S. generating capacity on one campus.