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Roman Iospa @DevelopAll on x XXX followers
Created: 2025-07-23 12:49:58 UTC
4/ ⚡ AI Infrastructure / Hardware Firms AI compute demands energy. These players build the infrastructure & may push for vertical integration or secure #SMR capacity:
$SMCI – Supermicro: $80B $NVDA – Nvidia: $3.1T $AMD – AMD: $270B $INTC – Intel: $142B
The more silicon they sell, the more energy they need to run it. #AI #Energy #Nuclear #DataCenters #Infrastructure $OKLO #OKLO
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