Everyone is buying tech stocks, but the real bottleneck is energy and specialized cooling. Who controls the grid controls AI.
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The AI narrative has been entirely captured by chip manufacturers and foundational model creators. This is a distraction for retail investors. The real battleground for the next decade is not compute, but power. Data centers are currently hitting the limits of local power grids. The next trillion-dollar companies will not be software startups, but infrastructure plays that can deliver gigawatts of power to specialized compute clusters.
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