Loved the breakdown of the AI stack from chips to energy. The power/cooling layer being "underestimated" is spot on - most folks still view datacenters as real estate when theyre actually becomming industrial utilities at this point. I've been tracking a few of the companies on the energy list and the volatility is wild, but the actual usage patters tell a compeletely different story than the skeptics. Infrastructure bets usually feel boring until they're not.
Some of these energy companies trade like how SG did a year ago :) I recognize they have absolutely nothing to do with each other but I couldn't help mention it as SG's ride in the last couple of years has been rather intriguing, only falling short of another crazy one that I sure do not understand one bit: CVNA!
Loved the breakdown of the AI stack from chips to energy. The power/cooling layer being "underestimated" is spot on - most folks still view datacenters as real estate when theyre actually becomming industrial utilities at this point. I've been tracking a few of the companies on the energy list and the volatility is wild, but the actual usage patters tell a compeletely different story than the skeptics. Infrastructure bets usually feel boring until they're not.
"volatility is wild" - you don't say!
Some of these energy companies trade like how SG did a year ago :) I recognize they have absolutely nothing to do with each other but I couldn't help mention it as SG's ride in the last couple of years has been rather intriguing, only falling short of another crazy one that I sure do not understand one bit: CVNA!