The shift from chip scarcity to energy bottlenecks is a critical reframing. When transmission queues stretch years and power access becomes the real moat, the competitve landscape changes completely. The point about energized megawatts versus contracted capacity is especially importnt for investors evaluating readiness. Infrastructure physicis now dictates AI timelines more than algorithmic breakthroughs.
The shift from chip scarcity to energy bottlenecks is a critical reframing. When transmission queues stretch years and power access becomes the real moat, the competitve landscape changes completely. The point about energized megawatts versus contracted capacity is especially importnt for investors evaluating readiness. Infrastructure physicis now dictates AI timelines more than algorithmic breakthroughs.
What ETFs do you like to invest in this theme?
Haven’t found one yet that I like. Still looking…