Energy is the moat nobody is talking about in AI
2d agoā¢
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Energy is getting the real moat in AI infrastructure...
- You can order more GPUs.
- You can't build cheap electricity capacity fast.
Lots of companies sitting on long-term power contracts are quietly in a strong position for the next 5 to 10 years ā and most of them are currently priced as something else entirely.
Which ones are you watching?
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2d agoā¢
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