Energy is getting the real moat in AI infrastructure…
– You can order more GPUs.
– You can’t build cheap electricity capacity fast.
Lots of companies sitting on long-term power contracts are quietly in a strong position for the next 5 to 10 years — and most of them are currently priced as something else entirely.
Which ones are you watching?
submitted by /u/InvestmentBiker [link] [comments]r/CryptoCurrencyRead More
You might also be interested in reading US Court Imposes $209 Million Penalty in Crypto Ponzi Scheme.