"Więc Ash i Brenner omijają sieć całkowicie, a jego fundusz mocno zainwestował w Bloom Energy, firmę, która buduje modułowe ogniwa paliwowe na bazie tlenków stałych, które pozwalają centrom danych generować własną energię na miejscu, całkowicie niezależnie od przedsiębiorstw użyteczności publicznej." "So, Ash and Brenner bypass the grid entirely and his fund went heavily on Bloom Energy, a company that's building modular solid oxide fuel cells that let data centers generate their own power on site, completely independent of the utility companies."
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… And it's genuinely elegant. AI compute clusters need gigawatts of power. The US power grid cannot deliver that kind of capacity on the timeline that AI companies need. That's just a simple fact of reality. Getting permitted for new grid connections it takes years. AI labs don't have years. So, Ash and Brenner bypass the grid entirely and his fund went heavily on Bloom Energy, a company that's building modular solid oxide fuel cells that let data centers generate their own power on site, completely independent of the utility companies. Now, of course, he bought in early, he bought a huge stake in the company well before Bloom Energy embarked on one of its most explosive runs in the entire history of the stock. And to be honest, part of that is because Ashenbrenner bought it. That's People are looking at what this guy's doing right now and just buying his picks. It becomes a self …
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