Totally agree with this article. China is ahead in terms of energy grid. US needs to buck the hell up and start expanding its energy grid. This is crucial for the AI race.
Wall Street Is Chasing Bubbles - These 10 Stocks Are The Real Power Behind AI
Wall Street has mispriced the AI boom. The big moneymakers for investors are infrastructure providers.The real bottleneck in the AI buildout is electricity, not computer chips.These companies control the transformers, cables and systems that power AI.Wall Street thinks the AI bottleneck is semiconductors. Wall Street also thought mortgage-backed securities were a good idea.The real bottleneck in the AI buildout is electricity. You can't run data centers on a power grid that's been held together with duct tape since the Eisenhower administration without the lights going out at inconvenient moments - like when you're training AI models or pitching your AI strategy to Wall Street.The American Society of Civil Engineers gave the U.S. electrical grid a D+ grade. These are professionals who grade collapsing bridges. Getting a D+ from these people is like getting a note from your oncologist that says "probably fine.". China approved 10 new nuclear reactors in April 2025 alone. China is buildi
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