Enduring value guardian
Options$Amazon(AMZN.US) CEO: "Power is clearly the gating resource"
AI computing power explosion → electricity consumption grows exponentially → U.S. power grid is outdated, connection queue takes 4+ years, can't wait → bypass the grid and directly "plug in" to nuclear power plants → spend $650 million to buy a campus next to a nuclear plant, sign a 20-year long-term contract to lock in 1.92GW. Meanwhile, bet on SMR (Small Modular Reactor) technology, lead a $500 million investment to secure foundational technology.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
