power

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Mar 12, 2025 by Kelly Granat · across every show →

Everything said about power, oldest first

Mar 12, 2025
Opinion
Granat: AI infrastructure constraints have shifted from semiconductors to power
“In the meantime, what we do know is that there are constraints and what those constraints are shifting. Obviously they started on the semi side. Now it's more on the power side.”
Kelly Granat Mar 12, 2025 ▶ 17:30 Kelly Granat - Investing At Lone Pine · Invest Like The Best
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