Jun. 18 at 9:01 PM
Massive catalyst in the power space as the trump admin has backing from regulators to fast track AI Data Center access to the grid.
The read through to investments is not IPPs that have both ran already and may also be net-losers from here given the tremendous capex that is going to have to come from them (although there are talks that hyperscalers will have to cover costs
$MSFT $GOOG $META $AMZN $ORCL ).
The real winners are where this capex is headed.
One of the concerns with DCs is that they consume intense power and will raise prices and strain the grid beyond its current capabilities.
That’s why we have built a massive position in a company that is about to see an avalanche of money head its way as they rush to ensure the grid is not only capable, but efficient.
Making the grid intelligent at the endpoints is the most valuable upgrade, leveraging existing networks to their maximum abilities.
100%+ upside.
Read here:
https://kryptonresearch.substack.com/p/ai-powers-ahead
