Tag Archives: Energy

November 11, 2025 · 17:58

TYS squared

That is the setting, but before we go there, a little reminder from past blogs. Just so you know I wasn’t kidding. On January 29th I wrote ‘And the bubble said ‘Bang’’ (at https://lawlordtobe.com/2025/01/29/and-the-bubble-said-bang/) as well as ‘What do bubbles do?’ on November 1st 2025 (at https://lawlordtobe.com/2025/11/01/what-do-bubbles-do/), so this is not out of the blue. Yet several facts were revealed which requires me to give you the setting of power shortages which I raised in ‘As limits are reached’ on June 29th 2024 (at https://lawlordtobe.com/2024/06/29/as-limits-are-reached/), so this are the settings I warned people about and now we see

So, it started today with a person named Torben Hansen on LinkedIn giving us “Oracle just shelved a €2 billion Al datacenter project. Amazon paused €7 billion in investments. Not because of tech limitations or lack of capital – but because they can’t get electricity. In Frankfurt – Europe’s digital heartland – new Al data centers face 8-13 year wait times for grid connections. Here’s the brutal reality:” as well as “Germany’s electricity: €0.25-0.30/kWh vs €0.05-0.07 in Asia (3-6x more expensive) GPT-4 training consumed 51,773+ MWh of energy One datacenter powering Al needs 4 gigawatts
Additional cost per training run: €500M+
Germany’s Al ranking: Dropped from #3 to #9 globally in 2 years
Imagine having world-class talent, billions in investment, and world-leading research – then telling companies “sorry, we don’t have the power lines.” That’s Germany in 2025.
While the US adds 400+ MW of Al capacity annually, Germany accepts ZERO new data centers until 2030. The result? Our brightest minds migrate. Research stays. Jobs leave.”

So, the ‘presentation’ reflects what I foretold. But now the sad part, there is no news on any of this. There is even a ‘Google set to reveal “largest ever” investment plan for Germany – report’ a mere 4 days ago (at https://www.datacenterdynamics.com/en/news/google-set-to-reveal-largest-ever-investment-plan-for-germany-report/) this is why I check EVERYTHING. The setting from both Amazon and Oracle cannot be vetted, but a mere 4 days ago (as well) we are given “But Oracle stock is now trading down around 25% from its 52-week high as investors grow critical of artificial intelligence (AI) spending. Oracle is not alone. Last week, Meta Platforms sold off because investors didn’t like how its operating expenses were outpacing revenue growth.” That too was predicted and it is the effect of a bubble, so to say the stock is going bubblelicious. But that does not reflect on who is giving us the facts and who is giving us the runaround. I am trying to give you the facts. The second fact that seems to ‘contradict’ the ‘facts’ by Torben Hansen as the DCD gives us (at previous given address) “Amazon Web Services (AWS), meanwhile, committed some $9.44bn to its Frankfurt cloud region in June 2024, and a further $8.47bn to establishing a European sovereign cloud in the country, which was launched as a separate entity earlier this year.” So something is amiss. I still believe in the predictions I gave you all, but a bubble tends to be presented at the moment it goes boom. Yet a week ago (at https://www.cleanenergywire.org/news/lacking-grid-access-major-obstacle-germanys-energy-transition-technologies-associations) we are given ‘Lacking grid access major obstacle for Germany’s energy transition technologies – associations’ with “Germany needs to “significantly improve access to grid connections” for electric vehicle charging stations, storage facilities and large heat pumps, a group of 13 associations from the energy, housing and consumer protection sectors said in a joint appeal. “Industry, commerce and private households are ready to invest, build and transform,” the group wrote. “But without access to a modern grid infrastructure, many projects remain unimplemented.”” As well as “Germany’s lagging electricity grid expansion remains a key hurdle for the shift to renewables. Electricity retailers have warned that significant delays in connecting EV charging points and solar PV installations to the local power grid are putting the brakes on the country’s energy transition.” So there are issues, but I do not see any shortages that would halt data centers and Oracle gave us in may that millions are invested in both Germany and the Netherlands. I reckon that there would be clear signals if the presented facts were actually true. So whilst I am really reeling for a “told you so” setting, even a squared setting of told you so, there is a larger setting that requires all our attentions. The verification and validation of presented facts requires checking at nearly every bend, curve and turn of the way. So whilst the cartoon image is highly entertaining, it is all it is, entertaining. 

But I do like to check all the ins and outs of statements thrown my way and in this case I though I would get to loudly go ‘told you so’ and in the end I cannot yet do that and that is the setting that I face today. I till believe that this bubble comes crashing down, but in its own right, not by presenting (what I perceive to be) false settings towards at least one titan in the IT business who has always steered a straight course. 

And in the final setting we see that “hyperscale centers requiring 100 megawatts or more”, how much more is really depending on the centre, but to set the power ‘demand’ to 40 times that for an AI centre becomes debatable, especially as both the Netherlands and Germany have a good grasp on the energy they have and what is required. So I am seeing all kinds of red flags at present. And I still have the ‘told you so’ setting because verification and validation are pretty important markers in the AI field. So the next move is on the Media and to run down the truth of both German energy as well as Amazon and Oracle, but that is merely my point of view. Have a great day.

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November 5, 2025 · 04:07

Since when?

I saw a message from Semafor. It reminded me of a story that ran the news two years ago. That isn’t always a bad idea, so I checked it out. It gives me ‘ADNOC still sees a long future for oil’ (at https://www.semafor.com/article/11/04/2025/abu-dhabi-reverses-course-on-oil-phaseout) it gives me that ADNOC (the Emirati equivalent of Aramco) gave us (two years ago) “When Al-Jaber took the podium again on Monday to host ADIPEC, the world’s biggest energy conference, he emphasized that “the long-term outlook shows demand growth for every form of energy” and that oil demand will stay at or above its current level well after 2040. A number of other oil CEOs seem to share that view.” I concur and as I see the the AI disaster coming to all our doors, there is no way it can even get the waves it needs to have without oil and there is no denying that it might last until 2040, perhaps even 2050. There was more they gave “One explanation Al-Jaber cited for the switch is AI data centers, which have become Big Oil’s go-to justification for a rapid buildout of new fossil infrastructure. Lord John Browne, former CEO of BP and now managing director of a climate-focused fund at the private equity firm General Atlantic, offered another explanation: The conference, he told me by phone from Abu Dhabi, “was dominated by the American viewpoint, which is that there is no such thing as the energy transition.” The UAE, in addition to bolstering its own voluminous oil and gas production, has good reason to court the Trump administration: On the sidelines of ADIPEC, Microsoft announced it would invest $15 billion in data centers there and that it has secured the administration’s permission to export Nvidia chips for them.” A small smirk appeared on my face. I had seen the Nvidia chips to the UAE, but the side quest that that Microsoft would be investing to set up a data centre there was somehow kept quiet. But it was the last section that caught me. With “There’s still strong momentum for investing in decarbonization, Browne said. But whether, in the near term, the global oil market is in for a period of expansion or contraction, he said, “is about as clear as mud to everybody.”” I agree, there are counter actions happening. The Trump anti-renewable setting is one of them. Then there is the almost ludicrous setting of essential nuclear reactors that American needs within 3 years is another one. There are plans for several reactors, but they are the better part of 5-8 years away and that gives America an optional shortage for 3-5 years. As such AI centers will not (or mostly not) be in some operation setting, then there are the lack of data validation stations and that is merely the top of the iceberg. 

As I see it, Sultan Ahmed Al-Jaber was correct and he was so already in 2022 before I started writing about AI (as it is still a myth) and it is re-enforces by ‘Energy CEOs Warn More Investment Is Needed As Demand Continues To Rise’ by Forbes (at https://www.forbes.com/sites/gauravsharma/2025/11/03/energy-ceos-warn-more-investment-is-needed-as-demand-continues-to-rise/) where we are also given “The bosses of some of the world’s largest energy companies warned the sector needs to invest more in a range of sources, including oil and natural gas, as global power demand continues to rise. Speaking at the ADIPEC conference in Abu Dhabi, United Arab Emirates, on Monday, Dr Sultan Ahmed Al Jaber, Group CEO of ADNOC, Abu Dhabi’s oil and gas major, said a “balanced and inclusive approach” was needed to meet the world’s growing energy demand.” A story I have been giving for almost a year, but the setting is that Dr Sultan Ahmed Al Jaber gave us that view two years ago and that makes him the clear insightful voice in a pool of blundering blind people, which I have been illuminating over the last few months. OK, it is not that hardy. There are a few more warning the world of the fact that this will not happen without energy settings and they are massively lacking at present. As I see it, the only country that is ready for this is Canada, the merely have the sent 10% to America and keep the rest and they are fine, Americans might not like this and I reckon that Virginia with their 663 data centers will see almost 60% go out of business due to a lack of power, but that is business for you. That is when a small snippet given to us all by the Sultan becomes apparent “That’s why more than $4 trillion in capital investment is needed annually to cover grids, datacenters and all sources of energy supply, Al Jaber said.” And it suddenly hits me, America doesn’t have the funds. All the boasting and the settings of StarGate and America is out of funds. Was it that obvious that it needed Canada as the 51st state? Not merely because of the rare earths, but the water and electricity would be essential to keep the lights on in America?

Which comes with the final wisdom by the Sultan. And it is seen in “Al Jaber added that “dormant capital” tied up in existing energy infrastructure needs to be freed up.

“Ultimately, the long-term outlook shows demand growth for every form of energy across every market,” he noted. So, when it comes to the energy transition, growing power demand and managing the trilemma of sustainability, security and affordability, Al Jaber called for a “focus on the data, and not the drama.”” That is a worthy quote to keep in all out minds “focus on the data, and not the drama”, as I see it, my new hero. A quote that is worthy to enclose in our hearts. I could never have said it better. I would have gone with “Drama is found where data is ignored”, that is how I am at times, but I reckon that is why I am not the board member and CEO of ADNOC, and the Sultan is. OK, ADNOC was never in the Netherlands, but Shell was and I never amounted to anything there either. So there is that to consider. But the largest setting is that Semafor alerted me to something that was said two years ago and now that is becoming the reality of today and we need to take notice, because it seems to be painting the walls of several nations and it because we let the drama overwhelm most of us. The others (like me) who focussed on the data mostly saw the setting and we are now less and less being drowned out be media as they are waking up to the reality that is about to hit their front doors and their party ended last year, now they either adjust or become obsolete, because the millions of consumers of that media are waking up to the fact that they are entering a nightmare where they can no longer afford to watch TV or charge their mobile phones. That is the price of seeing the price of 16.07¢ per kWh be adjusted to 82.27¢ per kWh, which basically sets the price to almost 100% above the price of electricity on Hawaii, but when that becomes the national norm, 340,000,000 Americans will oppose it (to put it mildly), revolt is the most likely operational setting and there is no way out for this Administration. They made their bed with lousy decisions and I reckon that they will need an escape clause to a place like Argentina soon enough after that. 

So as we see this fiasco evolve, it seems that I was right all along, but someone was there earlier, they saw the setting that was going to be and now as more and more Americans realise that the party is closing, they will need a new directive and they need it sooner rather than later. 

Have a great day, and remember, we got by with candles and their illumination. From that we got the 3 hour rule, which advises against burning a candle for more than 3 #hours at a time for all kins of security reasons. Well, in winter you are a bit stuffed, but open fires will light the way and I just remembered that I have over a dozen books to read. It would become a good time to do so.

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November 3, 2025 · 10:56

The cookie crumbles

I was having a ball this morning. I was alerted to an article that was published 11 hours ago, that makes all the difference and in particular the setting of me telling all others “Told you so” So as we start seeing the crumbling reality of a bubble coming to pass, I get to laugh at the people calling me stupid. You see, Ted’s Hardware is giving us )at https://www.tomshardware.com/tech-industry/artificial-intelligence/microsoft-ceo-says-the-company-doesnt-have-enough-electricity-to-install-all-the-ai-gpus-in-its-inventory-you-may-actually-have-a-bunch-of-chips-sitting-in-inventory-that-i-cant-plug-in) with ‘Microsoft CEO says the company doesn’t have enough electricity to install all the AI GPUs in its inventory’ so there I was (with a few critical minds) telling you all that there isn’t enough energy to fuel this setting of these data centers (like StarGate) and now Microsoft (as I personally see it, king of the losers) is confirming this setting. So do you think this (for now) multi trillion dollar company cannot pay his energy bill, or are they scraping the bottom of the energy well. And when we come to think of that, when the globally placed 200,000 people (not just Microsoft) are laid off and there is no energy to fuel their (alleged) AI drive, how far behind is the recession that ends all recessions in America? It might not be the great depression, as that gave them nearly 15 million Americans or 25% of that workforce unemployed. But the trickle effect are a lot bigger now and when that much goes overboard, the American social security will take a massive beating. 

So as I have been stating this lack of energy for months (at least months) we are given “Microsoft CEO Satya Nadella said during an interview alongside OpenAI CEO Sam Altman that the problem in the AI industry is not an excess supply of compute, but rather a lack of power to accommodate all those GPUs. In fact, Nadella said that the company currently has a problem of not having enough power to plug in some of the AI GPUs the firm has in inventory. He said this on YouTube in response to Brad Gerstner, the host of Bg2 Pod, when asked whether Nadella and Altman agreed with Nvidia CEO Jensen Huang, who said there is no chance of a compute glut in the next two to three years.” Oh, didn’t I say so a few times? Oh, yes. On January 31st 2024 I wrote “When the UAE engages with that solution, America will come up short in funds and energy. So the ‘suddenly’ setting wasn’t there. This has been out in the open for up to 4 years. And that picture goes from bad to worse soon enough.” I did so in ‘Forbes Foreboding Forecast’ which I did (at https://lawlordtobe.com/2024/01/31/forbes-foreboding-forecast/) so there is a record and the setting of energy shortage was visible over a year ago, I even published a few articles how Elon Musk (he has the IP) to get into that field in a few ways. You see, either you contribute directly, or you remove the overhead of energy, which Elon Musk was in a perfect stage to do.

So, when your chickens come home to roost and such agrarian settings, it becomes a party and a half. 

And then we get the BS (that stuff that makes grass grow in Texas) setting that follows with ““I think the cycles of demand and supply in this particular case, you can’t really predict, right? The point is: what’s the secular trend? The secular trend is what Sam (OpenAI CEO) said, which is, at the end of the day, because quite frankly, the biggest issue we are now having is not a compute glut, but it’s power — it’s sort of the ability to get the builds done fast enough close to power,” Satya said in the podcast. “So, if you can’t do that, you may actually have a bunch of chips sitting in inventory that I can’t plug in. In fact, that is my problem today. It’s not a supply issue of chips; it’s actually the fact that I don’t have warm shells to plug into.”” It is utter BS (in my personal view) as I predicted this setting over 639 days ago and I am certain that I am not that much more intelligent than that guy who controls Microsoft (aka Satya Nadella) and that is the short and sweet of it. I might be elevated in dopamines at present, but to see Satya admit to the setting I proclaimed for some time gives a rather large rise to the upcoming StarGate settings and the rather large need to give energy to that setting. It is about to become a whole new ballgame.

And as the Cookie crumbles the tech firms and the Media will all point at each others but as I see it, both were not doing they jobs. I am willing to throw this on the pile of shortcomings that courtesans have as the cater to digital dollars, but that song has been played a few times over. And I am slightly too tired (and too energised) to entertain that song. I want to play something new and perhaps a new Gaming IP might solve that for me today (likely tomorrow).

A setting we are given and as we see the admission on Ted’s Hardware, Some might actually investigate how much energy they are about to come short on. But don’t fret, these tech companies will happily take the energy due to consumers as they can afford the new prices with are likely to be over 10% higher than the previous prices. It is the simple setting of demand and supply. They already fired over 40,000 people (a global expected number), so do you think that they will stop to consider your domestic needs over the bubble they call AI, to show that they can actually fuel that setting? Gimme a break.

So Youtube has a few video on surviving life in a setting where there is no energy, if that fails ask the people in the Ukraine. They have been battling that setting for some time.

Time to enjoy my dopamine rush and have a walk in a nice walk in the 83 degree Fahrenheit shadow. Makes me think about the hidden meaning behind 451 Fahrenheit by Ray Bradbury. Wasn’t the hidden setting to stop questioning the reality of things and rely on populism? Isn’t that what we see at present? I admit that no books are being burned, but removing them from the view is as bad as burning them. Because when the media is ignoring energy needs, what does that spell in the mind of some? So have a great day and see what you can get that does not require electricity.

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November 1, 2025 · 10:00

What do bubbles do?

There was a game in the late 80’s, I played it on the CBM64. It was called bubble bobble. There was a cute little dragon (the player) and it was the game to pop as many bubbles as you can. So, fast forward to today. There were a few news messages. The first one is ‘OpenAI’s $1 Trillion IPO’ (at https://247wallst.com/investing/2025/10/30/openais-1-trillion-ipo/) which I actually saw last of the three. We see ridiculous amounts of money pass by. We are given ‘OpenAI valuation hits $762b after new deal with Microsoft’ with “The deal refashions the $US500 billion ($758 billion) company as a public benefit corporation that is controlled by a nonprofit with a stake in OpenAI’s financial success.” We see all kinds of ‘news’ articles giving these players more and more money. Its like watching a bad hand of Texas Hold’em where everyone is in it with all they have. As the information goes, it is part of the sacking of 14,000 employees by Amazon. And they will not see the dangers they are putting the population in. This is not merely speculation, or presumption. It is the deadly serious danger of bobbles bursting and we are unwittingly the dragon popping them. 

So the article gives us “If anyone needs proof that the AI-driven stock market is frothy, it is this $1 trillion figure. In the first half of the year, OpenAI lost $13.5 billion, on revenue of $4.3 billion. It is on track to lose $27 billion for the year. One estimate shows OpenAI will burn $115 billion by 2029. It may not make money until that year.” So as I see it, that is a valuation that is 4 years into the future with a market as liquid as it is? No one is looking at what Huawei is doing or if it can bolster their innovative streak, because when that happens we will get an immediate write-off no less then $6,000,000,000,000 and it will impact Microsoft (who now owns 27% of OpenAI) and OpenAI will bank on the western world to ‘bail’ them out, not realising that the actions of President Trump made that impossible and both the EU and Commonwealth are ready and willing to listen to Huawei and China. That is the dreaded undertow in this water. 

All whilst the BBC reports “Under the terms, Microsoft can now pursue artificial general intelligence – sometimes defined as AI that surpasses human intelligence – on its own or with other parties, the companies said. OpenAI also said it was convening an expert panel that will verify any declaration by the company that it has achieved artificial general intelligence. The company did not share who would serve on the panel when approached by the BBC.” And there are two issues already hiding under the shallows. The first is data value, you see data that cannot be verified or validated is useless and has no value and these AI chasers have been so involved into the settings of the so called hyped technology that everyone forgets that it requires data. I think that this is a big ‘Oopsy’ part in that equation. And the setting that we are given is that it is pushed into the background all whilst it needs to have a front and centre setting. You see, when the first few class cases are thrown into the brink, Lawyers will demand the algorithm and data settings and that will scuttle these bubbles like ships in the ocean and the turmoil of those waters will burst the bubbles and drown whomever is caught in that wake. And be certain that you realise that the lawyers on a global setting are at this moment gearing up for that first case, because it will give them billions in class actions and leave it to greed to cut this issue down to size. Microsoft and OpenAI will banter, cry and give them scapegoats for lunch, but they will be out and front and they  will be cut to size. As will Google and optionally Amazon and IBM too. I already found a few issues in Googles setting (actors staged into a movie before they were born is my favourite one) and that is merely the tip of the iceberg, it will be bigger than the one sinking the Titanic and it is heading straight for the Good Ship Lollipop(AI) the spectacle will be quite a site and all the media will hurry to get their pound of beef and Microsoft will be massively exposed at the point (due to previous actions). 

A setting that is going to hit everyone and the second setting is blatantly ignored by the media. You see, these data centers, How are they powered? As I see it, the Stargate program will require (my inaccurate multiple Gigabytes Watt setting) a massive amount of power. The people in West Virginia are already complaining on what there is and a multiple factor will be added all over the USA, the UAE and a few other places will see them coming and these power settings are blatantly short. The UAE is likely close to par and that sets the dangers of shortcomings. And what happens to any data center that doesn’t get enough power? Yup, you guessed it, it will go down in a hurry. So how is that fictive setting of AI dealing with this?

Then we get a new instance (at https://cyberpress.org/new-agent-aware-cloaking-technique-exploits-openai-chatgpt-atlas-browser-to-serve-fake-content/) we are given ‘New Agent-Aware Cloaking Technique Exploits OpenAI ChatGPT Atlas Browser to Serve Fake Content’ as I personally see it, I never considered that part, but in this day and age. The need to serve fake content is as important as anything and it serves the millions of trolls and the influencers in many ways and it degrades the data that is shown at the DML and LLM’s (aka NIP) in a hurry reducing dat credibility and other settings pretty much off the bat. 

So what is being done about that? As we are given “The vulnerability, termed “agent-aware cloaking,” allows attackers to serve different webpage versions to AI crawlers like OpenAI’s Atlas, ChatGPT, and Perplexity while displaying legitimate content to regular users. This technique represents a significant evolution of traditional cloaking attacks, weaponizing the trust that AI systems place in web-retrieved data.” So where does the internet go after that? So far I have been able to get the goods with the Google Browser and it does a fine job, but even that setting comes under scrutiny until they set a parameter in their browser to only look at Google data, they are in danger of floating rubbish at any given corner.

A setting that is now out in the open and as we are ‘supposed’ to trust Microsoft and OpenAI, until 2029, we are handed an empty eggshell and I am in doubt of it all as too many players have ‘dissed’ Huawei and they are out there ready to show the world how it could be done. If they succeed that 1 trillion IPO is left in the dirt and we get another two years of Microsoft spin on how they can counter that, I put that in the same collection box where I put that when Microsoft allegedly had its own more powerful item that could counter Unreal Engine 5. That collection box is in the Kitchen and it is referred to as the Trashcan.

Yes, this bubble is going ‘bang’ without any noise because the vested interested partners need to get their money out before it is too late. And the rest? As I personally see it, the rest is screwed. Have a great day as the weekend started for me and it will star in 8 hours in Vancouver (but they can start happy hour inn about one hour), so they can start the weekend early. Have a great one and watch out for the bubbles out there.

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October 28, 2025 · 22:32

A new low

Yup and it is not a bad thing, but a setting of happy happy joy joy. I learned a few hours ago that Saudi Arabia (of all places) was mentioned (at https://renewablesnow.com/news/saudi-arabia-claims-record-low-wind-cost-in-4-5-gw-renewables-awards-1283966/) with ‘Saudi Arabia claims record-low wind cost in 4.5 GW renewables awards’ not the Netherlands, or Sweden (where stormy winds are king) it is the Kingdom of Saudi Arabia that is heralded as the new low in wind power. I have to admit that it took me by surprise. The mention of “a record-low global cost for wind power generation at USD 13.38 (EUR 11.49) per MWh” for the people in Saudi Arabia. That makes a setting of €0.01149 per kWh (if I calculated that correctly) is is one way to put down the living expenses of people all over the planet and when you consider that in Europe (EU) the price of electricity is approximately €0.1899 we can assume that even at 50% the electricity firms will still make a profit. As I see it, good news for all the people in Europe (and a few more places beyond that) and I never expected that the land of oil would set the charge of renewables, not in my lifetime. So we should see the joy on what Saudi Arabia achieved here. We are given “The government-owned entity, which is responsible for procuring electricity from independent power producers (IPPs), said on Monday that the initiative is part of the sixth phase of the National Renewable Energy Programme, supervised by the Ministry of Energy. The contracted projects are spread across four provinces in the Kingdom and represent a combined investment of more than SAR 9 billion (USD 2.4bn/EUR 2.06bn)” as well as “The wind project, the 1.5-GW Dawadmi in Riyadh Province, has achieved the lowest leveled cost of electricity (LCOE) for wind power generation so far, according to the statement.” So a hip hip and a hurray for the people who made that happen. Because that is the kind of achievement that could help over a billion people getting their expenses down and the setting that we might see a 50% less costs on energy is a new threshold for anyone requiring power. The article also shows a table of the 5 places where this is happening and how much is being generated. As I see it, the wind-farms currently being created might see a revisit from new people with additional insights in this strength of the energy woods and I reckon we will see a lot more additions in a few places soon enough drowning costs for people all over the world.

I feel giddy at this point. It is not often that you see an impressive downing of the cost of living, but this is definitely one we all should applaud.

Have a great day today.

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October 26, 2025 · 10:26

The view over a distance

That is what I see, at a distance my old country (the Netherlands) is setting a new premise of pressure. In the BBC article (at https://www.bbc.com/news/articles/cn40y9yxkgvo) we are given ‘Netherlands’ renewables drive putting pressure on its power grid’ and that is fine. For me (my intake) is that the setting is that when there is no renewable energy, they will have to resort to the old setting (like gas or oil) and there is ample reason for this. Yet we are given “In a Dutch government TV campaign called “Flip the Switch” an actress warns viewers about their electricity usage. “When we all use electricity at the same time, our power grid gets overloaded,” she says. “This can cause malfunctions. So, use as little electricity as possible between four and nine.”” A setting we comprehend, the other option is that we are ‘handed’ the setting of “Renewable energy prices in the Netherlands are not a separate category but are included in the overall electricity price, which currently averages around €0.33 per kWh” so we could end the setting that renewable energy above a certain usage is delivered at €0.99 per kWh, the rest can either adhere to the additional prices or accept that oil is the other party in the mix (at €0.33 per kWh), a simple solution for the Dutch to increase what they have going in renewable settings. And there is no blame on the Dutch admittedly we are given “it leads the way in Europe for the number of solar panels per person. In fact, more than one third of Dutch homes have solar panels fitted.

The country is also aiming for offshore wind farms to be its biggest source of energy by 2030.” And that is a time pressured setting and the Dutch political systems know this. There is no averting your eyes from the needs and the Dutch know this too well. The other nations face a similar setting, the Dutch were however a lot more hands on into finding these options and they have 18 million people in that nation, it is almost as much as the Australian population (27 million) but the area differences is that the Netherlands is only 0.54% of Australia, setting the premise that the Netherlands has the population pressure of Sydney on a national foundation, they needed a renewable energy policy in place. No one denies that. But the needs are not matching the availability. As such my solution at a premium (which might achieve the same setting) or accept that oil isn’t a thing of the past yet and perhaps in 2030 when there are the actual additional kWh available it will be possible and at that point the Dutch are still the first by a mile over all other European nations to be the first to get to a positive carbon setting, even above zero carbon (meaning that no carbon emissions are being produced from a product or service) and that is quite the achievement to have. Oh, and I reckon that these kids squandering energy as they mine for bitcoins will foot that bill as they are eager to get wealthy and those who do not, get to explain to their mummies and daddies why they need a RTX 5090 32gb AMD Ryzen 9 9900x3d to play Frogger (or Minecraft). I wonder how many excuses they will employ and in the meantime it will reduce the pressures as well, I just wonder how much as there is no real number on the number of bitcoin miners, but they do have a top100 in the Netherlands, so anything is possible.

The other part of the explanation is given to us by Kees-Jan Rameau, chief executive of Dutch energy producer and supplier Eneco. ““Nowadays we’re switching to renewables, and that means there’s a lot of power being injected into the grid in the outskirts of the network where there are only relatively small power lines.” And these small power lines are struggling to cope with all the electricity coming in from wind turbines and solar panels scattered around the country.” OK, that is a fair assessment, but those cases could be renewed or reviewed and separate cables could be set to whatever the renewable setting is to a clear hub (my lack of technical knowledge is optionally at fault here) and that could have been seen in advance to the renewable farms being designed (as I personally see it). 

We get all the excuses and not the simple setting that even as the Netherlands is already at 70% renewable, there was no way that they would be ready before 2035 and that is likely a decade ahead of several other EU nations, the only exception might be Sweden as it constructed Vattenfall some time ago, so they get to have a head start, and they only have 11 hungry mouths to supply and that is as it is 1 times larger, but the bulk of that nation is in the southern third of that country. So they are in a comfortable league to stay even with Dutch ingenuity as I personally see it. 

So whilst the BBC is correct in its article, I fail to see the applaud that the Dutch are due as they are one of the few EU nations that achieved what was needed to achieve (with Sweden in second place) I am missing that part in the article, no matter the laurels that are due Kees-Jan Rameau of Eneco. It is a side we should have been given in this all. So where do Germany, France and the United Kingdom stand in this, how far are they? Just simple questions that come to mind. 

Have a great Sunday (I am having mine with chocolate sprinkles) and enjoy the pre Monday bash you will enjoy, except Canada, they started the weekend a day early due to the Toronto Blue Jays giving the Dodgers (LA) a thrashing with their 11-4 victory. Lucky bastards, a long weekend where none was given.

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August 15, 2025 · 18:08

Walking back needs

I was in a rush to find another topic to look at and no sooner was it said when my brain told me to look behind me and no sooner was it done when I noticed a Bloomberg article 

This sounds odd (and correct) as the Houston Business Journal gives us a little less than 18 hour ago ‘Texans face potential electricity price surge as power demand skyrockets’, it is odd as I noticed that term was a setting a mere 2-3 years ago. I gave the setting towards an IP idea I had. It was clear that this setting would be needed in Dubai, London and a few other places. I gave the Texan setting of Austin as a reference. As such I gave the idea that a few people should talk to Elon Musk as he is sitting on a trillion dollar idea and it would be needed all over the world. So, as some ‘now’ see that there is a larger problem, which I illustrated in ‘Is it a public service’ on November 16th 2024 (at https://lawlordtobe.com/2024/11/16/is-it-a-public-service/) where I clearly stated that the energy is mission for a lot of this. We get the setting three months later in Bloomberg and now we get the Houston Business Journal giving us “With new data center developments, population growth and the electrification of oil fields, power demand growth is tightening the electricity market. Here’s what experts predict for the coming years.” As well as “With a rise in data center developments, population growth, and the electrification of oilfields, power demand growth is tightening the electricity market.” The latter part is a little hilarious. A setting that could be construed as the headline for the new comedy capers. What makes it a lot harder is the need Bloomberg gave us (and me months before that) that as I see it, corporate America has to foot that bill as the Data Centre needs will be required to get filled from day one, and as I see it the people of Texas need to pay ZERO. I do like the idea that corporate America will decrease the cost of living for Americans, especially when they are ‘required’ to remain carbon zero and 30 nuclear reactors are not the way to go. And this is given a lot more urgency as Americans are faced with the needs to make more electricity and the timelines to not align, especially in light of the news by Houston Business Journal given less than 24 hours ago. The other setting is that nuclear reactors require time and experience to build. As I see it, the Need for at least 3 GEN3+ reactors require at least 5 years and that is setting the reactors close to Houston and Austin. The third one should be right next to the data centre that Texas is handed. Oh, and these reactors need to be started within the next 3 months. So, when were these plans approved that fast? If not, there is little reason for a data centre when the electricity is apparently missing. 

The fact that the American people (the HBJ too) were apparently missing this information whilst I using a simple slide ruler (classic model shown below)

Got there in mere seconds almost a year ago, and I was courteous enough to write about it. So there is that to consider. Funny enough America has the solution employing the solutions by Elon Musk. I advice then to act, before the UAE (and Saudi Arabia) asks for all the batteries that Elon has in stock. That is one idea, there are more ideas and they are out there. Yet the settings are now given by the HBJ and will set Texas on a stampede for solutions I reckon no later than coming Monday. 

So when it does come, I would advice some people to walk back the needs of energy requirements and see where that leads them. The funny part is that this was a given BEFORE the Stargate project was on everyones retinas. Even as I gave my setting BEFORE Stargate, the setting becomes on why this wasn’t clearly given as project Stargate was drawn up? As we see the answers, more questions are shown on our eyes and this is the mere start of this. At present there are two operational nuclear power plants: Comanche Peak Nuclear Power Plant and the South Texas Project. Each plant has two reactors, and together they provide about 10% of the state’s electricity. So when we see this, we might understand the crazy presentation on AI and the setting of available energy. So when I gave my feelings on the three reactors, we see a much larger need, but is that a given? I know that I can be wrong, even if I am proven right months later. Causality does not mean proven effect, that requires a whole different setting of statistics and proof leading to this. 

So feel free to doubt me, but there are the stories and there are the newscasts and the data that nuclear reactors require time is pretty much a given. So feel free to doubt it all, I don’t mind. Just consider the setting that the Data centers require energy and who do you want that energy to get? Your fridge and microwave or an AI data center whilst we know that AI isn’t real. I leave it up to you.

Have a great day and feel free to look around you. The data is all around us all.

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June 17, 2025 · 22:10

SYSMIS(plenty)

Yes, this is sort of a hidden setting, but if you know the program you will be ahead of the rest (for now). Less then an hour ago I saw a picture with Larry Ellison (must be an intelligent person as we have the same first two letters in our first name). But the story is not really that, perhaps it is, but i’ll get to that later.

I will agree with the generic setting that most of the most valuable data will be seen in Oracle. It is the second part I have an issue with (even though it sounds correct), yes AI demands is skyrocketing. But as I personally see it AI does not exist. There is Generic AI, there are AI agents and there are a dozen settings under the sun advocating a non existing realm of existence. I am not going into this, as I have done that several times before. You see, what is called AI is as I see it mere NIP (Near Intelligent Parsing) and that does need a little explaining. 

You see, like the old chess computers (90’s) they weren’t intelligent, they merely had in memory every chess game ever played above a certain level. And all these moves were in these computers. As such there was every chance that the chess computer came into a setting where that board was encountered before and as such it tried to play from that point onwards. It is a little more advanced than that, but that was the setting we faced. And would you have it, some greed driven salesperson will push the boundary towards that setting where he (or she) will claim that the data you have will result in better sales. But (a massive ‘but’ comes along) that is assuming all data is there and mostly that is never the case. So if we see the next image

You see that some cells are red, there we have no data and data that isn’t there cannot be created (sort of). In Market Research it is called System Missing data. They know what to do in those case, but the bulk of all the people trying to run and hide behind there data will be in the knowing nothing pool of people. And this data set has a few hidden issues. Response 6 and 7 are missing. So were they never there? Is there another reason? All things that these AI systems are unaware of and until they are taught what to do your data will create a mess you never saw before. Sales people (for the most) do not see it that way, because they were sold an AI system. Yet until someone teaches them what to do they aren’t anything of the sort and even after they are taught there are still gaps in their knowledge because these systems will not assume until told so. They will not even know what to do when it goes wring until someone tells them that and the salespeople using these systems will revert to ‘easy’ fixes, which are not fixes at all, they merely see the larger setting that becomes less and less accurate in record time. They will rely on predictive analytics, but that solution can only work with data that is there and when there is no data, there is merely no data to rely on. And that is the trap I foresaw in the case of [a censored software company] and the UAE and oil. There is too much unknowns and I reckon that the oil industry will have a lot more data and bigger data, but with human elements in play, we will see missing data. And the better the data is, the more accurate the results. But as I saw it, errors start creeping in and more and more inaccuracies are set to the predictive data set and that is where the problems start. It is not speculative, it is a dead certainty. This will happen. No matter how good you are, these systems are build too fast with too little training and too little error seeking. This will go wrong. Still Larry is right “Most Of The World’s Valuable Data Is in some system”

The problem is that no dataset is 100% complete, it never was and that is the miscalculations to CEO’s of tomorrow are making. And the assumption mode of the sales person selling and the sales person buying are in a dwindling setting as they are all on the AI mountain whilst there is every chance that several people will use AI as a gimmick sale and they don’t have a clue what they are buying, all whilst these people sign a ‘as is’ software solution. So when this comes to blows, the impact will be massive. We recently saw Microsoft standing behind builder.ai and it went broke. It seems that no one saw the 700 engineers programming it all (in this case I am not blaming Microsoft) but it leaves me with questions. And the setting of “Stargate is a $500 billion joint venture between OpenAI, SoftBank, Oracle, and investment firm MGX to build a massive AI infrastructure in the United States. The project, announced by Donald Trump, aims to establish the US as a leader in AI by constructing large-scale data centers and advancing AI research. Initial construction is underway in Texas, with plans for 20 data centers, each 500,000 square feet, within the next five years” leaves me with more questions. I do not doubt that OpenAI, SoftBank and Oracle all have the best intentions. But I have two questions on this. The first is how to align and verify the data, because that will be an adamant and also a essential step in this. Then we get to the larger setting that the dat needs to align within itself. Are all the phrases exact? I don’t know this is why I ask and before you say that it makes sense that they do but reality gives us ‘SQUARE-WINDOWED AIRPLANES’ 1954 when two planes broke apart in mid-flight because metal fatigue was causing small cracks to form at the edges of the windows, and the pressurized cabins exploded. Then we have the ‘MARS ORBITER’ where two sets of engineers, one working in metric and the other working in the U.S. imperial system, failed to communicate at crucial moments in constructing the $125 million spacecraft. We tend to learn when we stumble that is a given, so what happens when issues are found in the 11th hour in a 500 billion dollar setting? It is not unheard of and as I saw one particular speculative setting. How is this powered? A system on 500,000 square feet needs power and 20 of them a hell of a lot more. So how many nuclear reactors are planned? I actually have an interesting idea (keeping this to me for now). But any computer that leaks power will go down immediately and all those training time is lost. How often does that need to happen for it to go wrong? You can train and test systems individually but 20 data centers need power, even one needs power and how certain is that power grid? I actually saw nothing of that in any literature (might be that only a few have seen that), but the drastic setting from sales people tends to be, lets put in more power. But where from? Power is finite until created in advance and that is something I haven’t seen. And then the time setting ‘within the next 5 years’ As I see it, this is a disaster waiting to happen. And as this starts in Texas, we have the quote “According to Texas native, Co-Founder and CFO of Atma Energy, Jaro Nummikoski, one of the main reasons Texas struggles with chronic power outages is the way our grid was originally designed—centralized power plants feeding energy over long distances through aging infrastructure.” Now I am certain that the power-grid of a data centre will be top notch, but where does that power come from? And 500,000 sqft needs a lot of power, I honestly do not know how much One source gave me “The facilities need at least 50 Megawatts (MW) of power supply, but some installations surpass this capacity. The energy requirements of the project will increase to 15 Gigawatts (GW) because of the ten data centers currently under construction, which equals the electricity usage of a small nation.” As such the call for a nuclear reactor comes to mind, yet the call for 15 GW is insane, and no reactor at present exists to handle that. 50MW per data center implies that where there is a data centre a reactor will be needed (OK, this is an exaggeration) but where there are more than one (up to 4) a reactor will be needed. So who was aware of this? I reckon that the first centre in Texas will get a reactor as Texas has plenty of power shortages and the increase in people and systems warrant such a move. But as far as I know those things will require a little more than 5 years and depending on the provider there are different timelines. As such I have reasons to doubt the 5 year setting (even more when we consider data). 

As such I wonder when the media will actually look at the settings and what will be achievable as well as being implemented and that is before we get to the training of data of these capers. As I personally (and speculatively) see it, will these data centers come with a warning light telling us SYSMIS(plenty), or a ‘too many holes in data error’ just a thought to have this Tuesday. 

Have a great day and when your chest glows in the dark you might be close to one of those nuclear reactors. 

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May 18, 2025 · 09:51

Delphi in a name

Yup, we are talking about Oracle, not Borland. And whenever I hear Oracle I tend to add the ‘of Delphi’ automatically. It is a Pavlovian thing. This is nothing negative about Oracle, I wanted to join their ranks in the 90’s, and beyond the millennium a few times too. My origin settings was a database programmer (I earned my stripes with Clipper, the Nantucket version). I think it is the very first program where I shelled out $650 (Dfl. 1,200) for a program and I learned a lot through Clipper. I also got the Clipper notes (Norton Notes) and these two kept my in my apartment (on a desk chair) for weeks and weeks at a time. I relish these happy days. Then of course I got into technical support and customer care through a precursor of IBM and my life at that point was pretty complete. I miss those days and I still think fondly of them. Not so much the upper ranks of that company with their political games, but them I was never a political player. 

So when I saw ‘Oracle commits to invest $14bn in Saudi Arabia over next 10 years’ (at https://www.datacenterdynamics.com/en/news/oracle-commits-to-invest-14bn-in-saudi-arabia-over-next-10-years/) my mind starting swirling and twirling (sorry JK Rowling) and my creative logging started to set new parameters. 

You see, we are given “Oracle has committed to investing $14 billion in Saudi Arabia over the next 10 years to expand its cloud and AI offerings in the region. The plans were announced by the company on May 13, and in the wake of President Donald Trump’s visit to the Kingdom” this implies Technical Support, Customer Care and Trainings. Things I can do (all three) and I have had well over a decade of experience in these sections. As such I keep my eyes open for positions needed in either Riyadh, Mississauga or Abu Dhabi. I reckon that the investments are not just for Saudi Arabia, they are all spend in Saudi Arabia, but there will be essentially needed persons in Abu Dhabi because no one walks away from ADNOC and with ARAMCO in Saudi Arabia, a secondary call center would be needed in Abu Dhabi. And they too will have all three settings in that centre, beyond that I reckon that it will a location will be cheaper in the heart of ADNOC than in Dubai, so there.

When we see “Our expanded partnership with the Kingdom will create new opportunities for its economy, deliver better health outcomes for its people, and fortify its alliance with the United States, which will create a ripple effect of peace and prosperity across the Middle East and around the world.” The words “a ripple effect of peace and prosperity across the Middle East” merely implies (not confirms) the setting I see. You see, it makes sense to do this, but it requires knowledge of Oracle policies (and I don’t know those).

So when we see “Oracle has two existing cloud regions in Saudi Arabia – Saudi Arabia West, located in Jeddah, and Saudi Arabia Central in Riyadh. The former was launched in 2020, the latter launched in 2024, and is hosted in a Center3 data center. The company has been planning a third in the upcoming Neom City since October 2021, which remains listed on Oracle’s website as “coming soon.”” Someone would think that another cloud the UAE cloud should be there as well. Merely not mentioned in this stage, but ADNOC is too big to walk away from and Microsoft has dropped the ball too many times. There is a setting that implies that IBM and or AWS are already there, but that gives the larger setting that ADNOC becomes dependent on one supplier and they are as smart as they come. So I am betting that Oracle has that region (as well as Dubai) in mind when we consider DAMAC (valued at US$ 595 million) with the total revenue recorded by DAMAC Properties was AED 7.5 billion (2017), and they are not all. There is also Emaar Properties, which is said to be the biggest of them all and that are the kind of clients Oracle really likes to keep happy, as such I saw the stage evolve, even though they are already there and in January 2025 we were given ‘Oracle to increase Abu Dhabi investment five-fold’, as such I think that there might be a new need to seek employment with Oracle. Now add to that the quote “Earlier this month, the Abu Dhabi government put out a call for the development of a single multi-cloud system that will serve more than 40 government entities” and you’ll see that there might be space for me too, either in Abu Dhabi or in Mississauga and the two cover a little over 20 hours a day coverage in a 24:7 setting. The nice part is that it takes time to get people up to speed, so I might have an advantage (merely a slight one). 

So as I am about to dream the day away on this rainy Sunday. I see the cogs of industry revolve around the settings of the world and I keep having happy thoughts.

So have a great day everyone, preferably less rainy than it is here.

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October 6, 2024 · 20:05

Is it merely political?

That was the thought I had. It came from Politico, as such I would believe that it was political. Yet the larger premise is on the setting of circumstance. This sounds weirdly spooky, but it is the best I can offer. The story (at https://www.politico.eu/article/vladimir-putin-war-economy-pain-saudi-arabia-sink-global-oil-prices-energy-russia-opec/) starts with ‘Putin’s war economy faces pain if Saudis sink global oil prices’ which is a partial truth, but it goes further then that. We are given “A Saudi move to grab market share will squeeze the Kremlin’s finances, experts argue” which is only a partial truth. The entire part is followed by “Riyadh is increasingly frustrated with other petrostates’ failure to coordinate on cutting supply to raise oil prices to about $100 per barrel — up from the current $70. Oil traders say Saudi Arabia is now set to respond by flexing its muscles and turning the tables on smaller producers, exporting more oil itself to grab market share and profits, even as prices fall.” We are also given “The Financial Times reported last week that Saudi Arabia could abandon its long-held ambitions to limit the crude supply to push prices to around $100 a barrel. Oil market experts have little doubt that Saudi Arabia has the enormous production and export capacity to change tactics and gun for market domination through volume instead.” In this view I need to align a few positions. What is missing is that America (the United Kingdom also) are depending in keeping oil cheap. So that is missing. Hanging it on the Russian needs is a bit dorky. Yes, they both matter, but the US an EU need for cheap oil missing as a pre-made need, is just dorky (I can’t find a better word for this). You see when there is a lack of a commodity prices go up and now this fails? The world requires (at present) that 2.4 million barrels per day pumped more than now and that is not done. I actually speculated this a year ago when I stated that we can pump 4 barrels at $3, or 3 barrels at $4. The amount gained is still the same but at 25% less oil. It is a simple equation (and an incorrect version) but the the premise remains. I went through to the next stage that Saudi Arabia could pump 2 barrels as the price goes up to $6, still the same revenue but now at half the oil delivered. This is how commerce works on commodities. I still doubt the statement that the $100 per barrel cannot be reached, I merely believe that certain stakeholders want the premise to keep their pockets lined. How? I cannot tell, I am not an oil person, I merely use it through various means. So what gives? 

When we get to ““The global economy is fairly sluggish and oil demand is not as high as the Saudis would want,” said Ajay Parmar, director of oil markets analytics at commodities intelligence firm ICIS.” I have issues here. You see, this means that the Russia delivers all oil. There is not a lack of demand, some people are playing a high end game to keep their pockets lined. If I had it my way (pretend that I am the new CEO of Aramco, a very fake one) I would stop 5.5 million barrels a day from reaching the US, EU and UK, in the combination 3,2 and .5 it would take less than 90 days for it all to implode. As Tesla is more and more lacking is quality, the other nations will need 2-3 years to overcome their downfall and in that time China is the new superpower with America stumbling over the edge of the abyss. That is clear in my (optionally wrong) point of view. The setting that Politico gives is too partial and slightly too flawed. 

Yes Russia has a problem and they are welcome to the problems they get to harvest now. A second problem is “Russia’s fossil fuel profits have also risen by 41 percent in the first half of this year alone, according to Moscow’s finance ministry, despite Western sanctions imposed over the war in Ukraine.” I don’t doubt these numbers, but who paid for that oil? I doubt is was merely China, North Korea and India. Although these countries were involved. I saw last year that India was buying some of the oil, China is a definite and I guess that North Korea had to pay for their weapons and it seems like a logical choice for them to accept oil as payment. So who more? 

Politico should have stated “Russia’s fossil fuel profits have also risen by 41 percent (from 1M barrels to 1.41M barrels)” but they didn’t if Russia only sold 50,000 barrels it will not be an issue, but that is not the case, is it?

Now if you doubt my reasoning. That is fine. But we have seen plenty of issues where prices go up the moment that commodities has a higher demand. Yet the article does not give us that does it? And who is Ajay Parmar? This article leaves me with plenty of questions and no answers. So in all this, Is Russia in actual trouble? To some degree, but I see this as an alternative way for Saudi Arabia to give in to the west requiring cheap oil. I personally believe that Politico missed their mark and as such loses credibility as such. The one part that I do see is “A loophole allows middlemen in countries like Turkey, China and India to refine Russian oil in petrol and diesel before selling it elsewhere — exempt from sanctions. According to a report first seen by POLITICO, Western countries spent $2 billion on this rebranded fuel in the first half of 2024” As such that should be the story and the story is that more and more nations are fuelling Russian revenue through refining Russian oil and filling their pockets. As such there is a momentum being built, one that is not addressed and one that is trivialised as such I expect that plenty of newspapers will fuel their revenue by posting this story. The 41% is now shown to be big business, especially when we see Turkey and India and how they are short on cash pretty much all of the time.

So we are seeing a larger stage. In the first on where is Russian oil going to and in the second what countries are fuelling their demands for cheap oil? A nice spreadsheet would have been nice, but that was a part that Politico oversaw (I guess).

Still as we see one part, we also see the part that some want us to see, appointed awareness. A combination of social awareness and the influence of appointing. A formal arrangement to create a designed social awareness. The ability to understand a situation as the offical parties would like others to see them. But as I see it, this will be at the expense of the Kingdom of Saudi Arabia. Is that fair all whilst Russia is handed loophole after loophole, as long as the west gets its oil cheap. How is this not exploitation? 

Consider what is being done and at what expense? The question is simple enough. 

Enjoy the Sunday you have left to you.

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