energy supply
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · across every show →
Everything said about energy supply, oldest first
Sep 22, 2025 neutral
Patel: Energy and data centers are NVIDIA's primary growth bottleneck
“Do you invest in data centers and energy? Yeah. Do you invest in, because that's the bottleneck for your growth really is, is A, well, how much people want to spend and can spend, and B, the ability to actually put them in data centers.”