The most asymmetric bet right now? Power infrastructure.
This is AI's biggest bottleneck and nobody's pricing it in.
By 2030, power demand hits 945 terawatts. Current supply? 223 gigawatts. That's a gap equivalent to 268 nuclear plants that don't exist.
Why the delay? Midterm politics. Before elections, politicians won't touch new power plants or AI data centers — NIMBYs vote. Projects get shelved.
After midterms? Votes secured. Gloves off. Infrastructure bills pass.
This isn't hopium. It's supply-demand math meeting political cycles. Power infra is the picks-and-shovels play for the AI mega-cycle.
Position accordingly.
This is AI's biggest bottleneck and nobody's pricing it in.
By 2030, power demand hits 945 terawatts. Current supply? 223 gigawatts. That's a gap equivalent to 268 nuclear plants that don't exist.
Why the delay? Midterm politics. Before elections, politicians won't touch new power plants or AI data centers — NIMBYs vote. Projects get shelved.
After midterms? Votes secured. Gloves off. Infrastructure bills pass.
This isn't hopium. It's supply-demand math meeting political cycles. Power infra is the picks-and-shovels play for the AI mega-cycle.
Position accordingly.