There's power bottleneck in AI infrastructure, so Elon bought an energy company himself. From APR Energy, behind-the-meter generation, and nuclear, everyone is trying to secure electricity for data centers.
We also cover rising DRAM, HBM, and NAND prices, and wonder if energy may be the next major AI infrastructure trade.
0:00 AI Power Bottleneck 2:44 Energy Demand Explodes 4:12 Elon’s Permitting Loophole 7:23 Memory Trade Rotation 10:08 Korea’s Memory Shock 12:27 Electricity Becomes the Trade 14:51 Power Stack Layers 16:15 Bloom’s Portable Fix 17:35 GE Vernova Leads 19:29 Nuclear Gets Interesting 21:44 The Power Trade Thesis 22:44 Bullish on Electricity 24:09 Model Agnostic Demand 25:15 Short-Term and Space Power 26:00 Closing
------ RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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