Jan. 24 at 2:32 PM
$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
POWER OPERATORS
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$DUK upgrading grids to meet rising demand
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$SO expanding regulated baseload power infrastructure
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$NEE operating large-scale generation for AI-driven load growth
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