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By Eric Peters, CIO of One River Asset Management; please read the following article first: "The Next AI Trade"
“Utilities tell you they have power. But they don’t,” said the entrepreneur, early to the data center investment theme, that has gone parabolic with AI.
“I want 300 megawatts for this site, and they say fine. But cut through the details and you’ll get power in 2029 at the earliest,” he said. I was checking in. “Now we’re building generation capacity ourselves, we have to.” Natural gas generators.