NVIDIA$NVIDIA(NVDA.US)
The biggest problem for AI right now is not code.
It is electricity.
Data centers are literally running out of power. They cannot just plug in more machines because the grid will melt.
This is actually the biggest bull case for NVIDIA. Their new chips are drastically more energy-efficient per calculation. If a data center has a fixed amount of power, the only way to increase performance is to swap old chips for new NVIDIA ones.
It is the only way to grow without crashing the power grid. I am betting on the only company that solves the energy crisis for Big Tech.
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