Jun. 21 at 10:24 PM
Saw that Amazon data center water efficiency stat 0.12L per kWh vs industry ~0.84L. First reaction wasn’t really “wow”, more like…
okay, that’s clean, but what does it actually change right now?
$AMZN
$GOOG $MSFT $META $ORCL , all in the same arms race here on infra / compute. This kind of metric just quietly feeds into the bigger narrative over time.
Not something I’m rushing to trade off headlines. Feels more like one of those data points you remember later when the whole “AI infra / energy efficiency” story gets repriced again.
For now it’s just sitting in the background for me. No urgency.
Don't chase excessive gains; wait for the risk/reward ratio to reset.
The current trend is driven by rotation, not blindly chasing rallies.