Art Edwards(@realArtEdwards):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?

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.

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Art Edwards@realArtEdwards

2026.09.16 13:15

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?