electronics supply chain

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 29, 2026 by K.R. Shridhar · across every show →

Everything said about electronics supply chain, oldest first

Jun 29, 2026 bullish

Assertion Not checkable as stated

Tens of Gigawatts of Bloom Generation Requires <10% of Electronics Supply Chain

“So even at the tens of gigawatts, we will be single digit percentages Of the total supply chain that already exists to make other devices of similar nature.”

K.R. Shridhar Jun 29, 2026 ▶ 30:05 Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings

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electronics supply chain

Everything said about electronics supply chain, oldest first

Turn any episode into a week of clips.