power infrastructure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 26, 2026 by Neil Tiwari · across every show →
Everything said about power infrastructure, oldest first
Feb 26, 2026 bearish
Tiwari: Near-term AI power bottlenecks are electricians, steel, and physical components
“Like, you can't get steel. You can't get you can't find enough electricians to build out, you know, the power infrastructure. Substations, transformers, air chillers. These are, like, very specific power infrastructure needed to just get to a point where you c…”