Why the AI bottleneck moved from the foundry to the substation — and what that means for the next $5.2 trillion of capital
The real prize is just having power already hooked up — the computers are almost the easy part once that's locked in. So aren't investors really buying the power connection, with the AI gear riding on top?
The real prize is just having power already hooked up — the computers are almost the easy part once that's locked in. So aren't investors really buying the power connection, with the AI gear riding on top?