Power Outlet Beats Chip: The New Winners of the AI Boom!

Musk will borrow 40 billion USD for NVIDIA chips, nuclear power is making a comeback – and the shortage determines who profits. The AI boom has created a new bottleneck . The scarcest resource is no longer the chips, but the electricity to run them and the storage to feed them. Morgan Stanley estimates that American data centers will face a shortfall of about 32 gigawatts by 2028, roughly one-third of the demand. At the same time, expansion is increasingly financed through debt. Elon Musk's SpaceX is negotiating with investors like Apollo and...