The Bottleneck Behind the AI Boom Has Quietly Shifted From Chips to Power

▤ Summary

This article argues that the AI infrastructure bottleneck has moved from GPUs to electricity and grid capacity. It highlights how hyperscalers are already locking in long-term power and nuclear supply deals to support AI data center growth. It also positions Bitzero Holdings as a beneficiary because it controls secured low-cost power capacity and has signed a large lease with OneQode Networks. The piece briefly mentions Microsoft, NVIDIA, Trane Technologies, and Super Micro Computer as examples of companies tied to the AI infrastructure buildout.

▦ Linked Companies

NVIDIA Corporation

$1B+