Rate Of Return$American Electric Power(AEP.US) Totally agree, the logic makes sense.
The AI hardware market is like the journey of a DIY player: first, there was a GPU shortage $NVIDIA(NVDA.US) driving up prices, then the bottleneck was said to be cooling $Vertiv(VRT.US) and power $American Electric Power(AEP.US), and now even storage is insufficient $Sandisk(SNDK.US)$Micron Tech(MU.US). Finally, it's said that due to a surge in inference demand, CPUs are also in shortage $Intel(INTC.US)$AMD(AMD.US). A barrel full of short planks—only the chassis isn't in short supply, right?
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