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Energie!

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https://x.com/StockSavvyShay/status/1984964453906227654

| $MSFT CEO Satya just made one of the most revealing comments of the
| entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks
| that cannot be turned on because there is not enough energy to feed
| them. The real constraint is not compute but power & data center
| space.
|
| This is exactly why access to powered data centers has become the new
| leverage point.
|
| If compute is easy to buy but power is hard to get, the leverage moves
| to whoever controls energy & infrastructure. Every new data center
| that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs
| hundreds of megawatts of steady power. Getting that energy online now
| takes years which means the players who locked in power early & built
| vertically across the stack are the ones with real control.
|
| Hyperscaler growth is no longer defined by how many GPUs they can buy
| but by how quickly they can energize new capacity.
|
| Satya’s other point about not wanting to overbuy one generation of
| GPUs matters just as much. The refresh cycle is shortening as Nvidia
| releases faster chips every year which means the useful life of a GPU
| now depends on how quickly it can be deployed into production. When
| power & space are delayed then that GPU loses value before it ever
| produces a dollar of compute revenue.
|
| Satya just validated why my DCA plan remains overweight in the AI
| Utility theme. The AI economy will scale at the rate power comes
| online, not at the rate chips improve. The next phase of AI
| infrastructure growth will belong to whoever can energize capacity
| faster than demand expands.
|
| Power has become the pricing layer of intelligence: $IREN, $CIFR,
| $NBIS, $APLD, $WULF, $EOSE, $CRWV

Deutschland sollte dringend noch ein paar Kraftwerke sprengen, um so 
Platz für eine angebotsorientierte Energieversorgung zu schaffen:

| Die Mega-Datenzentren in den US führen zu einer massiven CO2 Belastung
| durch Gasverbrennung. Europa braucht eigene Zentren und muss für Daten
| und Energie (durch Wind und Solarkraft) unabhängig von fossilen
| Importen werden. Der Umbau würde uns mehr Wachstum und Wohlstand
| bringen.

https://x.com/Karl_Lauterbach/status/1985306500806398277
-- 
"Möchte kurz angeben, hab gerade meine Bachelorarbeit mit ner 1.0 
bestanden. Bin jetzt valide Expertin für kapitalismuskritische 
frühkindliche Bildung, falls ihr sowas mal braucht."
https://x.com/jetteniz/status/1483479231384506368

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Energie! Lars Gebauer <lgebauer@live.de> - 2025-11-04 23:10 +0100
  Re: Energie! Andreas Bockelmann <xotzil@gmx.de> - 2025-11-05 06:20 +0100
    Re: Energie! Hermann Riemann <nospam.ng@hermann-riemann.de> - 2025-11-05 07:20 +0100
    Re: Energie! Dietz Proepper <dietz.usenet@rotfl.franken.de> - 2025-11-05 08:59 +0100

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