
Digital Infra & Clean Electrons. Previously @Google @DEShawGroup.
New York, NY
Joined August 2011
- Tweets2K
- Following1.4K
- Followers988
- Likes952
Nathan Serota retweeted
3 updates on our energy work at @Arnold_Ventures.
We recently released the US Energy Data Platform that has been receiving great reviews. It takes data that is often fragmented, technically dense and difficult to interpret and makes it more accessible.
usenergydata.org/
1/3
Nathan Serota retweeted
34 years ago, I took this photo as Miami Metrozoo prepared for the arrival of Hurricane Andrew. Little did I know that it would become an iconic image of one of the greatest natural disasters in U.S. history. #hurricaneflamingos #hurricaneandrew #nikonusa #nikonambassador
Nathan Serota retweeted
Everyone’s blaming data centers for rising power bills.
Problem: most aren’t even built yet (aren't added to rates yet).
Meanwhile, natural gas costs mostly get passed straight through, instantly.
That’s the real reason your bill is up.
Nathan Serota retweeted
.@Google taps @XcelEnergyMN to supply data center with 1200 MW wind, 200 MW solar and 300 MW / 30 GWh @FormEnergyInc iron-air batteries, through new BYONCE (bring your own new clean electricity) tariff construct.
blog.google/innovation-and-a… Google will also pay for all grid needed upgrades.
Nathan Serota retweeted
Fun day of announcements at @ScaleMicrogrids:
- We acquired Reload, a powered land dev with great sites and an amazing team.
- We're well into construction of a multi-hundred MW off-grid (for now) system for a hyperscaler. Power will flow soon.
- We're geared up to do GWs.
Nathan Serota retweeted
Wait, I thought corporate social responsibility pledges were woke and/or illegal??
Per a Politico report, the Trump administration is pushing major tech companies to sign a voluntary compact on data center development. Key terms: developers pay 100% of new generation and transmission costs, commit to holding residential electricity prices harmless, allow load curtailment during grid emergencies, and go "water positive." Microsoft already made similar commitments independently. The compact has no regulatory enforcement but could matter for companies seeking federal help on grid interconnections and shifts the economics of power procurement for MSFT, GOOGL, AMZN, and META.
Nathan Serota retweeted
Sharing this course because
1. it looks interesting
2. I learned finance a decade ago from free online MBA courses (esp U Michigan on Coursera), and it has been great for my career.
Young/early career folks have so many great resources to come up the knowledge ladder.
My MBA Energy Finance class has begun, and a new post about "Energy, Power, and Scale" is up after the first day of classes. Follow along on theenergybalancesheet.com ⚡️
Course schedule here👇
Nathan Serota retweeted
holy cow, Google is building a deep bench of #energytwitter
I’m excited to share that I have joined @Google's Energy Market Development team, leading energy strategy and market design work in Texas.
Google is helping drive energy innovation at scale, and I couldn’t be more thrilled to join such a fantastic team. In this new role, I’ll be creating and implementing strategies to integrate data centers into the grid in ways that lower costs for all energy consumers while strengthening the grid. From advanced cooling technologies to enhanced geothermal to maximizing distributed energy resources to using AI to optimize the grid itself, Google is driving positive change, and I’m excited to be a part of it.
Over the years, I’ve had the privilege to work in different capacities toward one mission: unlocking energy abundance that supports economic growth, public health, and a better quality of life. The opportunity to do that at Google is an extraordinary one.
I wouldn’t have this opportunity without a large community of people who have mentored, taught, and supported me over the years—I’m grateful to all of you. The Texas energy community is a great one, and I’m so lucky to be a part of it. I look forward to continuing to work with y’all in this new role and to deepening existing relationships, making new connections, and building the grid of the future together.
One more thing I want to address: lots of people are asking the right question about data centers: Why? If that’s a question on your mind, please watch The Thinking Game (link in the reply), an award-winning documentary about @GoogleDeepMind and its Nobel Prize winning founder and leader, Demis Hassabis. Google DeepMind cracked the code on protein folding, a holy grail that had eluded scientists for many decades. This breakthrough has the potential to create cures for Alzheimer’s, Parkinson's, and dementia, among a host of other diseases.
My dad has Parkinson’s. I know firsthand how devastating it is. To make breakthroughs like this—and so many more—AI data centers will need a lot more power.
This is my why. Working together, we can make breakthroughs unimaginable to previous generations. We already have. My role will be to help figure out how we can power these breakthroughs while also making cheaper, cleaner, and more reliable electricity. I can’t think of a better or more important challenge.
I truly believe the future of energy is bright. To be part of a company like Google, helping bring that future into reality, is a dream come true. I’m excited to get to work.
Nathan Serota retweeted
Took it a step further. Here's every single 1-year growth period ever (within the EIA 861 dataset), for all utilities.
Same result. Demand growth within a 12 month period has never meaningfully correlated with price growth within that same 12 month period.
Things to do next:
1) could demand growth in one year lead to price growth in the following year(s)?
2) what about 5 year periods
Nathan Serota retweeted
i would like to inform everyone
that data centers in space
still make me want to blow my brains out
thank you for your attention to this matter
Nathan Serota retweeted
Multiple roles open @podium_automate on our electrical and software teams in NYC. Looking for early-career engineers to jump in and have immediate impact as we scale.
Come live in the greatest city in the world and build products that make hardware less hard 🦾
Nathan Serota retweeted
This new letter from OpenAI has many specific ideas for getting more generation capacity online faster. Several double down on Biden Admin initiatives, some of which have been undone by this Admin.
Nathan Serota retweeted
Exceptional work from the @podium_automate team.
Over the last year, @jamie_niu and co have quietly built the software-defined factory for industrial control panels, and are shipping to a rapidly growing customer base. Industrial capacity runs through the control panel.
We've doubled our customer base at Podium Automation in the last quarter.
Even more critically, we are now working on 2nd, 3rd and 4th projects with our first set of customers. We learn, iterate, and improve on every project we do.
If you've built or bought a control panel in the past year, from Podium or otherwise, I would love to chat and learn more about your experience.
Nathan Serota retweeted
It’s wild how this whole industry just needed a little new demand to get innovative and muscular.
We were all just fucking grinding in a drought for 15 years, gasping for drops of sustenance.
Now people want our shit for the first time and it’s crazy.
Let’s fucking go.
Google will buy power from what may be the first large-scale gas power plant with CCS in the US blog.google/outreach-initiat…
Google has previously backed enhanced geothermal, advanced nuclear and long duration storage.
Nathan Serota retweeted
CEO of Compass Datacenters, which operates ~17 US data center campuses:
It’s what we have been preaching. Data centers should be looked at as grid resources. Emissions permits need to factor this in (hint- they don’t). Additionally, if regulatory bodies would allow it CapEx from data center operators could fund transmissions needs as well as underserved areas (the concept is know as proferring in real estate development). As an industry, we can help. Looking forward to @EPRINews Summer Seminar tomorrow!
Nathan Serota retweeted
🚨 Historic News for Nuclear Energy! 🚨
The U.S. Nuclear Regulatory Commission (NRC) officially reauthorized the operating license for the Palisades Nuclear Plant—the first time in U.S. history a previously shutdown nuclear facility has been approved for restart.
This monumental achievement sets a precedent for clean energy innovation and proves what’s possible with vision, dedication, and perseverance.
Palisades is now on track to return over 800 MW of carbon-free baseload power to Michigan’s grid—enough to power 800,000+ homes. A huge win for energy reliability, sustainability, and our future.
👏 Congratulations to the Palisades team and everyone across Holtec who made this possible!
👉 Read more about this historic milestone:
holtecinternational.com/2025…
#PalisadesRestart #HoltecInternational #NuclearEnergy #CleanEnergy #EnergyIndependence #CarbonFreeFuture #NuclearInnovation #USNuclear #AGenerationAheadByDesign



































