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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

Shay Boloor

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837,985 görüntüleme • 9 ay önce •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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Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

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Is the power demand for A.I. data centers impacting the electric bills of everyday Americans? Secretary Doug Burgum says that is "100 PERCENT FALSE."

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