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Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

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Shay Boloor

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838,882 просмотров • 11 месяцев назад •via X (Twitter)

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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
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As data centers push US electricity demand toward a projected 20% increase over the next decade, one overlooked power source is getting a second look: geothermal. Wall Street Week has more
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