Kevindara
Oct 23, 2:10 AM
$KEEL Yes, this article strongly supports the logic behind that narrative The Benzinga article in your image highlights a massive operational bottleneck for Amazon Web Services AWS: they are stockpiling advanced Nvidia AI server racks faster than they have the power infrastructure to turn them on Here is exactly how this article connects to and fuels the speculation surrounding Keel Infrastructure:
1 Power, Not Chips, is the Bottleneck
The article points out that AWS has shifted to an "Early Rack Receipt" program, buying billions in Nvidia GB300 systems only to let them sit in warehouses because their existing data centers lack electricity Keel Infrastructure specifically owns readymade power substations, land, and extensive power pipelines including waste coal power assets in Pennsylvania and green energy setups in Moses Lake, Washington AWS's desperate need for immediate megawatts makes Keel's shovelready power assets incredibly attractive
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