AI data centers indeed lack electricity


But I also understand now
Basically, power companies don't have real dominance
And many U.S. power companies are politically driven stocks
Each state's policies and regional divisions are very strong
Investing in Nvidia
And its supply chain, like storage
Is an investment in monopoly logic
Electricity cannot be monopolized
And those that are monopolized won't go public
For example, State Grid can't go public
Only its supply chain can
These replaceable little players can go public
Brothers buy these little players
They can't make big money
They buy the profitable ones
All within Nvidia's supply chain, like electrical equipment
Not power plants or electricity
Nuclear power might be an option
Because it might also have monopoly effects and scarcity
But I also understand now
There is no such thing as a true electricity leader
NVDAX-1.63%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned