Calls
1
Varun Sivaram
Founder & CEO, Emerald AI
Win Rate
100.0%
return
+0.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 26
$43.52
+0.1%
Varun argues that power, not chips, is the binding constraint for U.S. AI data centers through 2030: U.S. AI demand will be 70 gigawatts by 2028 while only 30 gigawatts can be connected, and flexible power can unlock 100 gigawatts of existing grid capacity, making utilities and power infrastructure critical.
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Varun Sivaram has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: XLU, AI DATA CENTERS.
