Deep dive alert 🧵
@accelxr dropped an absolute banger on AI power infrastructure. This isn't surface-level stuff.
Breaks down:
- Every power source feeding AI compute
- Who's actually supplying what
- Where the real bottlenecks are
- How this plays out over the next cycles
If you're long AI infrastructure plays or trying to understand where the smart money flows next, this is required reading. Power = the real moat everyone's sleeping on.
Not hopium. Just supply chain reality.
@accelxr dropped an absolute banger on AI power infrastructure. This isn't surface-level stuff.
Breaks down:
- Every power source feeding AI compute
- Who's actually supplying what
- Where the real bottlenecks are
- How this plays out over the next cycles
If you're long AI infrastructure plays or trying to understand where the smart money flows next, this is required reading. Power = the real moat everyone's sleeping on.
Not hopium. Just supply chain reality.