AI demand is making the connection the constraint. Our Managing Partner @DG__tw explains why one bottleneck has two prices: electricity at the hub and the connection in the contract.
Read his article: x.com/DG__tw/article…
Author's views, not Borderless Management LLC's. Not investment advice or an offer of securities.
Read his article: x.com/DG__tw/article…
Author's views, not Borderless Management LLC's. Not investment advice or an offer of securities.
x.com Power Has a Market. The Connection Has a Contract. On November 3, Texas voters chose Gina Hinojosa as their next governor, about 52.8 percent to 45.7 percent with nearly all ballots counted. She is the governor-elect, not yet certified, and takes