power
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Sep 9, 2024 by Jace Auby · across every show →
Everything said about power, oldest first
Sep 9, 2024 positive
Data center investing is fundamentally about access to power, not land
“Usually when you're investing in farmland, you're not actually buying the land. What you're really buying is access to water. It's more about water than it is soil. And so data centers is the same thing. It's about access to power.”