Serdar Koldas
serdarkoldas.bsky.social
Infrastructure strategist. Interpreting geopolitics through pipelines, grids, logistics systems, and AI infrastructure. Power follows infrastructure.
👤 Joined on 26 April 2025
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- 26 Nis 2025, 18:20
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Bad News for the world. Netanyahu: 'One of my best talks with Trump, with full partnership and mutual support.
Show PostA company may own the world’s best GPUs. If the grid operator cannot provide the required capacity, those GPUs cannot create economic value. AI leadership will depend on the ability to convert reliable electricity into computing power at scale.
Show PostThe real AI bottlenecks are becoming: • Grid connection approvals • Transformer and turbine lead times • Transmission capacity • Cooling water • Firm generation • Local cost and environmental resistance Code moves fast. Infrastructure does not.
Show PostUS data centers consumed approximately 4.4% of national electricity in 2023. The projected share for 2028 is 6.7–12%. The challenge is not merely generating energy. It is delivering enough power at the right location, continuously and affordably.
Show PostThe US Department of Energy reports hyperscale data center connection requests reaching 300–1,000 MW. One facility can approach the electricity demand of a medium-sized city. These are no longer ordinary data centers. They are energy-intensive industrial plants.
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