Mar. 27 at 10:43 PM
$EVTV https://youtu.be/WoNSsBWFyEk?si=-9McXB6eTURqDeEr&t=25m
In this interview, Jensen Huang CEO of Nvidia talk about how the power grid is built for peak demand, so huge capacity sits idle most of the time, and he argues data centers should be flexible to soak up that excess when it’s available. That connects perfectly with the EVTV and AZIO thesis, modular scalable infrastructure designed to deploy where power is available and run behind the meter. This is exactly the macro tailwind for the kind of mobile energy integrated data center build EVTV is betting on.