Jan. 24 at 2:05 PM
$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
GRID & STORAGE
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$TSLA scaling grid-scale battery storage
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$QS developing next-gen battery chemistry
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$EOSE commercializing long-duration storage
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$FLNC deploying utility energy storage for grid stability
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