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Muhammed
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Muhammed
@_ceejeey
Founder @beitroot Dubai | 50+ MVPs built & delivered Tech • investment• Finance • World Order
Dubai Tham gia Eylül 2012
224 Đang theo dõi181 Người theo dõi

@_ceejeey @golds164596 What I'm most unsure about is when to act. But if you asked me to bet on a specific signal—I'd be watching Sudair Pharma's IPO progress. If its stock price is still below $25 on the day it's officially approved, I might try something. Do you think this bet makes sense?
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@lavesh_mudgal @golds164596 If i know, i wouldn’t be replying to you guys!!
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@_ceejeey @golds164596 Do you think the market will move in the same direction as he predicted?
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@csaba_kissi real drivers also know where they're going if the signal drops
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@_ceejeey I was that founder once, sat on a project for over a year before finally launching!
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The next 10x winners in AI won’t be software companies. They’ll be whoever controls power.
US data centre power demand is expected to grow by ~10% every year until 2030.
By then, total consumption could exceed 35 GW.
That’s not incremental growth. That’s a structural shift in how energy is consumed.
Looking closer at the breakdown:
1️⃣ Hyperscalers (dark blue)
They dominate the growth curve. This is where the AI buildout is happening.
2️⃣ Co-location providers (light blue)
The infrastructure layer scaling alongside hyperscalers, renting out power + space.
3️⃣ Traditional enterprises (grey)
Flat to declining share in relative terms.
The signal is clear.
AI companies aren’t just driving compute demand.
They’re reshaping power demand.
Why this matters:
Power is becoming the real bottleneck of AI.
Not GPUs. Not models. Not talent.
Electricity + infrastructure capacity.
You don’t scale AI by buying chips anymore.
You scale it by securing power, land, and deployment speed.
This is where the positioning gets interesting:
$CRWV (CoreWeave)
$IREN (Iris Energy)
$NBIS (Nebius)
The opportunity is no longer just “AI software.”
It’s the physical layer underneath it.
Power. Land. Data centres.
That’s the constraint everyone is about to hit.
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