Art Edwards
@realArtEdwards
Gen X Investor & Trader. Focused on AI Infrastructure layers.
Doing good things for as many people as possible before I die from stage 4 liver disease.
7.5K Following 6.8K Followers
Connecting the dots again.
The AI race isn't won on chips.
It's won on power.
$BE's 800V DC fuel cell just rewrote the math: $3.6B off a 1 GW build, transformers obsolete. The bottleneck was never compute.
Who's still betting against the power play?
Show more
