William David(@WDChokepoint):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: https://t.co/5eMR4M3sal

William David

@WDChokepoint

Physical reality constrains digital ambition. That gap is the investment thesis. Critical minerals. Semiconductors. Energy. The constraint always moves upstream

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William David@WDChokepoint

2026.07.26 23:17

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: