
Matt Allen
@investmattallen • 126,040 subscribers
Investing, Growth Stocks & Disruptive Themes | As Seen in Yahoo Finance and Bloomberg
Videos

Leopold Aschenbrenner: “By 2030, a single AI training cluster could consume over 20% of all electricity generated in US” That’s not including inference demand on top of it The opportunity in power and AI infrastructure is far bigger than most realize Investors must watch:
Matt Allen150,851 次观看 • 2 个月前

$AMZN CEO: “There is a power shortage in the US” Grid connection wait times for AI data centers are now stretching years while transformer shortages continue worsening Companies securing power today are positioning themselves for the next decade of AI infrastructure demand
Matt Allen134,318 次观看 • 2 个月前

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand
Matt Allen10,417 次观看 • 2 个月前
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