Rangwalla: Gigawatts are the atomic unit of AI growth and a major bottleneck
Jaimin Rangwalla · Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea · May 15, 2026 · at 5:24
Jaimin Rangwalla, CIO of Public Investments at Coatue, outlines how AI investment strategy has transitioned from tracking GPUs to analyzing power supply and gigawatts.
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“And really the gigawatt is almost the atomic unit of where the growth in AI is coming from. And it's one of the biggest shortages as well that's out there.”
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