May. 5 at 9:31 PM
$ET Hey guys, "COMPUTE" is the new Utility. This is what I’ve been working on for a while. It seems to me that with all of the hype and screaming about the newest GPU, who supplies NVIDIA’s secret sauce, and what chip wins the next benchmark, people are missing the actual reality: none of it matters if there are no buildings, power systems, cooling systems, water systems, substations, transformers, switchgear, transmission lines, LNG feed, or utility interconnects to physically run the compute.
I built a portfolio around every major choke point I can see that is involved in constructing hyperscale data centers and data center campuses from the ground up. From clearing the land before construction even starts, to specialized concrete developed between Meta and the University of Illinois Grainger Engineering program, to electrical deployment, thermal management, LNG, nuclear, gas, water recycling, lithium extraction from produced brine, and “Power Now” infrastructure for AI deployment.
