Ashish Verma @im_ashishverma
Clean & climate Tech, GeoPolitics: Part of Young New India:Views are my own India Joined October 2009-
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Ashish Verma retweeted
Blackstone $BX COO Jon Gray described the next ‘big thing’ across three categories: 1) Chips 2) Data Centers 3) Power They've projected a 40% increase in US electricity demand over the next 10 years. The first two categories depend entirely on the third, making electricity…
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Ashish Verma retweeted
Forget gold, forget Bitcoin. The next trillion-dollar market will be compute futures. $7.9 trillion in data center investment over 5 years. The Playbook⬇️
Ashish Verma retweeted
BESS - DATA 🎯 ● Breakdown of battery Cell cost - ( with name of company names that is making capex ) 40% =Cathode material (GFL EV, HIMADRI) 10% =Anode Marerial 5% =Seperators 5% =Electrolytes( GFL EV, NEOGEN, ACUTAAS) 5%=Others like Binders(GFL EV) 35% manufacturing 1/n
Ashish Verma retweeted
I have had full access to work in US/Aus/EU/CAN since 1996. Today, I am here, in India. India is a once in millenium opportunity. India will add an economy the size of US in next 25 years presententing an unparalleled professional opportunity and the profound joy of creating…
Ashish Verma retweeted
"Meta released its 2025 Sustainability report, disclosing 20% y/y growth in 2024 total electricity use driven by 21% growth in global data center electricity use. Combined with Google (+27% y/y) and Microsoft (+27% y/y), the hyperscalers collectively have posted their 7th…
Ashish Verma retweeted
PG&E indicates it's now extending its FlexConnect program from distribution to transmission scale in response to a surge in data center connection requests. bloximages.newyork1.vip.townnews.com/newsdata.com/c…
Ashish Verma retweeted
Just 119 gigawatts of data center interconnection requests in one Texas utility service territory
Ashish Verma retweeted
🧠 AI software and services 🔒 Cybersecurity 💨 Future air mobility 🤖 Robotics 🚘 Electric vehicles Explore 18 potential arenas that could reshape the global economy: mck.co/arenas
Ashish Verma retweeted
One of the Most Awaited IPO Files DRHP !! India's Leading and World's one of the leading Pure-play Enterprise Data, Analytics and Artificial Intelligence (AI) Company and India's 1st AI Unicorn Startup Fractal Analytics Limited Files DRHP With SEBI Size : 4,900 Crore Fresh -…
Ashish Verma retweeted
BREAKING...... The first official statement by GOI
Ashish Verma retweeted
Thank you for your attention to this matter !!! 😜😜
Ashish Verma retweeted
Fun podcast. bloomberg.com/news/articles/…
Ashish Verma retweeted
Co-founder and CEO of Stripe's advice to ambitious young people:
The Trillion-Rupee Power Grab: How Electricity Derivatives Will Create India’s Next Trading Boom sunstripe.com/blog/the-trill…
Ashish Verma retweeted
“If solar and wind are the most affordable and fastest to build resources, why do they need tax credits?” A reporter asked me this fair question yesterday. Here's the steelman case, in my view: 1) Market failure correction: Social value of solar and wind (e.g. reduced fuel price…
Ashish Verma retweeted
At $51/kWh, you can store 100% of the daily production of a ~$1,000 solar array for just ~$300. You can dispatch that for any demand profile you want. Flat, peaking at night, all over 4 hours — whatever you want. For most things and most grids, demand not only exists during…
At $51/kWh, you can store 100% of the daily production of a ~$1,000 solar array for just ~$300. You can dispatch that for any demand profile you want. Flat, peaking at night, all over 4 hours — whatever you want. For most things and most grids, demand not only exists during…
We call it the One Big Brutal Bill because that’s exactly what it is. SunStripe’s new white paper breaks down how U.S. solar + storage must evolve fast. If your project isn’t safe-harbored by Q4 2025, it may never get financed. linkedin.com/posts/sunstrip…
Ashish Verma retweeted
Delighted to share that Adani Green has surpassed 15,000 MW of renewable energy capacity, marking the largest and fastest green energy build-out in India's history. From the desert landscapes of Khavda to a proud place among the world's Top 10 Green Power Producers, this…
Ashish Verma retweeted
A very switched on @nikesharora... People Ep 11, stay tuned.
Ashish Verma retweeted
Major new energy bill proposed @MassGovernor would require utilities to "offer a comprehensive flexible interconnection program" for new loads. Section 159: mass.gov/info-details/t…
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