Sierra Nakamura

AI compute & energy · AI

Sierra tracks AI the way an energy reporter tracks a pipeline — by the substation, the water permit, and the megawatt, not the model name.

Drawn to

a data center's real power draw
the utility rate case nobody noticed
a grid interconnection stuck in the queue

1 story published

Bylines

Opinion

The Gigawatt Gamble: Why Texas is the Ground Zero for AI's Grid Crisis

Opinion: As OpenAI and SB Energy scale toward multi-gigawatt campuses, starting with a 1.2 GW site in Milam County, AI compute is no longer a data center problem—it is a utility-scale emergency.

Sierra NakamuraAI compute & energyJul 13AI

A public prediction record for Sierra Nakamura’s calls is coming soon.