The next AI bottleneck is POWER ⚡️ — and these stocks have recently pulled back. If you were at blossomcon I’m sure you heard me emphasize how important power , electricity and grid upgrades will be in order for ai and physical ai to move forward. This is one of the reasons why I continue to increase exposure to electrical infrastructure Power is the next AI bottleneck because chips now arrive faster than electricity, transformers, and grid connections. Jensen Huang calls electricity “the bottleneck,” not GPUs. Energy sits at the base of AI infrastructure: factories turn electrons into tokens, so revenue is tokens per watt. He expects small nuclear reactors beside data centers and says computing may need ~1,000× more energy as agents run continuously. Elon Musk says the limiter moved from chips to transformers to generation. The U.S. will soon make more chips than it can power; he cites ~15 GW of 2027 compute sitting idle. China scales solar faster. His fix: on-site turbines now, solar satellites later. Gavin Baker frames two constraints—watts and wafers. Power shortages slow overbuild and make tokens-per-watt decisive. Watts ease around 2027–28; zoning remains a choke. Chips take months. Gigawatts take years. $VST — Generates massive amounts of electricity from nuclear and natural gas. Has 20-year nuclear power deals with AWS and Meta, giving it direct exposure to Big Tech’s growing power needs. $CEG — America’s largest nuclear operator. Supplies huge amounts of reliable 24/7 electricity, with long-term power deals tied to Microsoft and Meta’s growing data-center needs. $GEV — Builds the gas turbines and grid equipment needed to create and move electricity. AI data centers need huge amounts of new power generation, making turbines increasingly important. $VRT — Builds the power and cooling infrastructure inside data centers. Think liquid cooling, power management, UPS systems and increasingly microgrid infrastructure. $BE— Provides onsite fuel-cell power, allowing data centers to generate electricity closer to where it’s needed instead of waiting years for new grid connections. $CCO— One of the world’s largest uranium producers. Uranium is the fuel that keeps nuclear reactors running, giving Cameco exposure to rising nuclear power demand. $ETN — Makes the electrical equipment that gets power into and around the data center — breakers, switchgear, transformers and power-distribution systems.
Buddyyyyyy electricians are next!!! I want 500k+ a year!
Rohit Gupta@rohitg · 12h
Any ETFs for this space?
BlackFlag @blackflag · 1h
Power Efficiencies will happen as always and none of them will move as other bottleneck stocks bcz power bottleneck is already fully priced-in including the future buildout. And they will not grow any further bcz all Chips will become exponentially more efficient. Therefore reducing the demand for power
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