Jensen Huang: "AI needs more energy, we have to invest more in energy."
All other components required for AI factories, i.e., compute, cooling, networking equipment take months at most to source but power takes years.
We need to expand generation capacity and upgrade the grid infrastructure as fast as possible.
This means massive amounts of investment will flow to power producers, specialized infrastructure contractors and equipment providers.
The whole sector will have strong tailwinds for the next decade.
Long energy.
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