William David
@WDChokepoint
Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream
参加 May 2026
211 フォロー中 275 ファン
Homer City, PA had America's largest coal plant. Now it's the largest gas plant instead, powering a data center on the same lines.
The turbines took three years to get.
That's this week's real AI bottleneck. Six companies sit inside that gap:
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