Ex-Citadel Quant Publishes Power Market Primer, Says Electricity Is AI's Core Bottleneck
jasondeanlee · x · 2026-08-12
Neel Somani, a former Citadel quant covering power and gas, has published a canonical primer on power pricing and data centers, arguing that electricity is the central bottleneck for AI despite constant talk about chips and memory. He received a cease-and-desist from his former employer over the free content but is keeping it up, citing public information and growing importance.
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