AI power stocks took a serious hit overnight, with Vistra alone falling 14%. According to Goldman Sachs, areas looking to tighten regulations account for 45% of planned data center capacity across the U.S.
Put simply, electricity used to be background noise. Now it’s the ceiling on whether AI can be put into practice. No matter how fast the chips are, they’re useless without enough power.
When prices were rising, everyone focused on computing power. It’s only after the drop that people realized electricity could be the bottleneck.
$VST
Put simply, electricity used to be background noise. Now it’s the ceiling on whether AI can be put into practice. No matter how fast the chips are, they’re useless without enough power.
When prices were rising, everyone focused on computing power. It’s only after the drop that people realized electricity could be the bottleneck.
$VST