The AI Boom’s Overlooked Bottleneck (and a trade idea)

Everyone is talking about GPUs, but almost nobody is talking about the energy needed to run them.

Some quick math: AI buildouts are projected to require the equivalent of about 100 nuclear reactors worth of supply. The grid is already strained. Small modular reactors are still 5 to 10 years away.

That leaves a gap and potentially a big opportunity.

One name that looks interesting is Bloom Energy ($BE). They build fuel cells that can generate clean, reliable power now. Oracle and Amazon have already signed deals.

The stock has run recently, but the bigger story is whether BE becomes a bridge solution while the grid and nuclear catch up. If that narrative holds, it could re-rate even higher.

Not financial advice, just sharing research I have been digging into. Curious if anyone else here is watching the AI power angle? https://youtu.be/M-RMDGzvfZc?si=SOvN7owo0NzmJ-Dq