Energy is the moat nobody is talking about in AI(reddit.com)

Energy is getting the real moat in AI infrastructure... - You can order more GPUs. - You can't build cheap electricity capacity fast. Lots of companies sitting on long-term power contracts are quietly in a strong position for the next 5 to 10 years — and most of them are currently priced as something else entirely. Which ones are you watching? submitted by /u/InvestmentBiker [link] [Kommentare]