Techdamentals
Oct 24, 8:55 PM
$GRID covers electrical grid and infrastructure companies. Data centers need power connections, and power connections take years to build regardless of how quickly anyone wants to spend. This is the part of the buildout money cannot accelerate.
Video: https://www.youtube.com/watch?v=ge7a6pm9FvQ
Written version: https://techdamentals.com/newsletter/what-is-capex-why-big-techs-ai-spending-worries-investors?ref=st
Educational, not advice.
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