power supply
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 17, 2026 by Connor Teskey · across every show →
Everything said about power supply, oldest first
Mar 17, 2026 bullish
Teskey: Data center investors now fund chips, power, and supply chains
“There's more data centers being built. The data centers that are being built are bigger than the ones that used to get built. And then the third thing is where historically the investor would fund the rack and the shell. Increasingly now that investor is fundi…”