POPA ReconEnergy & Datacenters Landscape
Energy & Datacenters Landscape The last map in our AI stack series covers the layer everything else depends on - the binding constraint on AI stopped being chips and became electrons. GE Vernova's turbines are sold out years ahead, and companies that have never produced a single commercial watt - carry multi-billion caps on the promise that they will. The block to study is Miners Turned AI: the Bitcoin miners left for dead in 2022 owned what hyperscalers suddenly can't buy - grid connections and powered land. Crypto accidentally front-ran the biggest bottleneck in tech Follow @top7ico to be…
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