Electronics Supply Chain

topic on 1 show · 1 statements across 1 episodes

20VC

1 statements about Electronics Supply Chain, every show

20VC 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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