mon(@moninvestor):$IREN & $NUAI - This is why grid-connected power is one of the biggest moats in AI infrastructure, and more people are starting to realize it. This is extremely bullish for companies like IREN that have already secured gigawatts of power. It is also extremely bullish for NUAI because its focus on behind-the-meter power means it does not have to rely entirely on the grid. As grid connection queues get longer, being able to develop power directly alongside data centers gives it a major advantage.

2026.08.18 07:52

$IREN & $NUAI - This is why grid-connected power is one of the biggest moats in AI infrastructure, and more people are starting to realize it. This is extremely bullish for companies like IREN that have already secured gigawatts of power. It is also extremely bullish for NUAI because its focus on behind-the-meter power means it does not have to rely entirely on the grid. As grid connection queues get longer, being able to develop power directly alongside data centers gives it a major advantage.

Peter H. Diamandis, MD@PeterDiamandis

2026.08.17 21:56

The Energy Bottleneck for AI today is the GRID. Interconnection queues went from 15 months twenty years ago to 45 months today. Here's the uncomfortable truth: poles and wires have NOT become an exponential technology. Everything else in tech doubles and halves on a predictable curve. Transmission lines don't.

112

コミュニティへ転送

人気のあるユーザー