Jan. 24 at 2:40 PM
$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
POWER PRODUCERS
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$AES scaling renewables & storage globally
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$NRG balancing generation and retail power exposure
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$VST monetizing flexible generation in tight power markets
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$TLN operating merchant power positioned for AI load spikes
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