According to @CNBC, U.S. families could face higher electric bills if the AI data center boom goes bust, as utilities that expanded generation and grid capacity for AI demand may recoup costs from ratepayers when usage falls (source: @CNBC). For traders, @CNBC’s report highlights stranded-asset and regulatory risk for utilities with large AI-linked capex and long-term power contracts tied to data center growth (source: @CNBC). The electricity pricing risk flagged by @CNBC is directly relevant to power-intensive operations, including Bitcoin mining (BTC), where higher retail and wholesale rates can compress margins and affect positioning (source: @CNBC).

According to @GoogleDeepMind, its new WeatherNext 2 is the most advanced AI system from the team, delivering more accurate and higher-resolution global weather forecasts. Source: @GoogleDeepMind. More accurate forecasts are critical inputs for short-term power demand and renewable generation modeling that drive electricity and natural gas price formation. Source: U.S. Energy Information Administration; International Energy Agency. Large Bitcoin miners in Texas have curtailed operations during extreme heat and grid stress, underscoring sensitivity to power prices and weather-driven grid conditions. Source: Reuters reporting on Texas miner curtailments in 2023; ERCOT public notices. For traders, improved weather visibility is relevant when assessing BTC miner operating margins and production guidance because public miners disclose electricity as a primary cost driver. Source: Riot Platforms 2023 Annual Report; Marathon Digital 2023 Annual Report.