The AI Arms Race Isn’t About Technology – It’s About Electricity
Big Business Urges Faster Electrification Shipping lines, retailers, and manufacturers… Josh Owens is the Content Director at Oilprice.com and a veteran energy journalist with over a decade of experience covering global energy markets and geopolitics.… Two and a half years ago, NVIDIA was a $300 billion gaming chip company.
Today it's the most valuable company in history at over $4 trillion.
Investors who saw what was coming and got positioned early made generational money.
A $10,000 stake in NVIDIA at the start of 2023 is worth more than $130,000 today.
The trade looks obvious in hindsight, but very few investors caught it in real time.
Demand for AI compute had exploded, the supply of high-end chips couldn't catch up, and NVIDIA happened to be the only company on earth capable of making what the AI economy needed at scale.
That gave the company almost unlimited pricing power and rewrote its valuation in the process.
Find the bottleneck, find the company that owns it.
And one company well positioned to own the new bottleneck isBitzero Holdings, Inc.
(NASDAQ: AIBZ), an under-the-radar stock that most investors have never heard of.
Look at what actually happened with NVIDIA.
ChatGPT launched in November 2022 and went from zero to 100 million users in two months.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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