land-powered shell
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 18, 2026 by Stephen Balaban · across every show →
Everything said about land-powered shell, oldest first
Jun 18, 2026
Balaban: Utility power commitments and MEP equipment are AI's main bottlenecks
“But broadly in the industry, the thing that is the main bottleneck is basically land-powered shell, which is basically land that is entitled to have a certain amount of megawatt commitment from a utility. And then of course the data center and the mechanical e…”