KryptonResearch14
Oct 1, 12:16 AM
An important note from the recent
$ORCL force majeure and
$BE impacts is the need for advancements in U.S. Grid Infrastructure.
One of our principle investments is a loosely followed grid intelligence company who is working to ensure the AI age is as power efficient as possible.
Why does this matter?
Bloom is a top tier company, as well as other on-site/BTM generation names like
$CAT $GEV their technology is helping to make data centers more reliable as well as reduce strain on local grids.
The New Mexico debacle shows that this methodology still has its challenges, and given that most data centers and AI Factories are still being designed with the direct grid hookups, there has never been a more important time for a smarter grid that can distribute energy as efficiently as possible between commercial users, households and more.
Take a read of our full thesis and a company we believe has 100%+ bull case upside: https://kryptonresearch.substack.com/p/ai-powers-ahead
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