Bo Collins retweetledi

The US is pouring more capital into AI data centers in 6 years (~$930B) than the inflation-adjusted cost of the Marshall Plan, Apollo, Manhattan Project, and the Interstate Highway System — combined.
Meanwhile: AI ≈ 45% of the S&P. Energy ≈ 4%.
Everyone is overweight the thing that needs power. Underweight the power.
H/T @ekwufinance

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