Companies like Amazon, Oracle, Meta, Google, and OpenAI have committed over 600B this year to building out datacenters. However, electrical power components like transformers, switchgears, and batteries, are not able to keep up with demand. Exports of these critical parts have increased coming out from China, but it isn't enoughto meet the unsatiable demand for AI in the US. US companies have also increased purchasing from companies from Canada, Mexico, and South Korea, but this is still not enough. Will this change the outlook on other supplier companies like memory and gpus for 2026?
Nearly half of planned US data centers have been delayed or canceled limited by shortages of power
byu/anotherloserhere inwallstreetbets
Posted by anotherloserhere
19 Comments
Who do we gamble on coming ahead?
Am i regarded that this is insanely bullish for nuclear
IT bros are going down like crypto bros
Calls on Google, vertically integrated and have been doing this for more than a decade
If you’re not buying energy and/or nuclear stocks youre allergic to making money
This isn’t news if your in tech
Nuclear is the only way to meet the power demand
VST can power the US go VST
Puts on critical infrastructure and energy for homes
This is when natural hydrogen stocks step in
Time to load up on XLU & Friends 🤫
stock ticker AMFN
Power shortage plot twist turns out the real bottleneck for AI isn’t GPUs, it’s finding enough outlets to plug them in.
Bullish for companies like nbis iren apld & crwv
Total energy supply is a known number. Did they not even fucking include that in their calculations?
Good. Data centers are a scourge on society so is AI. AI needs to be wildly optimized not sucking up water by the billions of gallons.
URA calls bitches!!!
If only this country had a president that believed in renewable energy from solar or wind that could push incentives that can easily help fund and provide power for these facilities?
Boolish.