[bradfox2]

I work at the intersection of power and AI. Buy utility stock. The bottleneck for AI expansion will not be installed GPUs, but the electricity they need to run. We are in an energy crisis and not many realize it yet. Virgina, Texas, Arizona and soon to be Ohio and Georgia are out of generation capacity and the data centers are like locusts.

[soferio]

This is very interesting to read. I am in Australia and quite interested in this investment thesis although I’m not an investment professional. What are the best things to read about the demand Supply mismatch?

[mjthrowaway1]

Been on this thesis for the last few months. Any companies you think are interesting or have potential to grow during the energy crisis? Looking for more prospects to evaluate.

[bradfox2]

I'd look at generators in unregulated markets and suppliers of generation equipment.