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Feb 09
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LONG
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Steve H.
Quantitative Researcher at Bloomberg / PhD in Financial Econometrics
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AI data centers require massive amounts of electricity. Transformers (high to low voltage) are sold out for years. Steve explicitly names GE (nuclear arm), Schneider, and ABB. You cannot have AI without power. The grid is constrained. Companies that manufacture the physical electrical infrastructure (transformers) and generation (nuclear) have pricing power due to supply shortages. LONG. This is a "pick and shovel" play on the energy crisis created by AI compute demand. Regulatory hurdles for nuclear; faster-than-expected efficiency gains in chips reducing power needs. |
Thread Guy
WTF is crypto doing!? Are we BACK..? AI takin...
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