Every investor wants to catch the next technology boom, but most will miss it because they're looking in the wrong place. |
The next wave of wealth is forming beneath the surface. |
It isn't in algorithms but in the infrastructure that powers them. The grids, metals, and reactors rise quietly while everyone stares at the code. |
The future of AI is a story written in electricity, and the window to get in front of it is closing fast. |
Politicians are catching on late. |
President Trump's new AI Action Plan promises innovation and leadership, but mentions electricity only once. The administration wants to dominate artificial intelligence, but hasn't yet confronted the physics of it. |
A country cannot lead in intelligence if it runs out of power. |
Across the deserts of Arizona and the hills of Georgia, thousands of GPUs vibrate in unison, producing a sound between a pulse and a turbine. |
Each rack glows like a row of miniature suns. The energy they draw could power entire neighborhoods. The models they train will shape the world. |
Every generation builds its own arms race. Ours runs on electrons. |
When Eric Schmidt testified to Congress, he warned that the United States would need twenty-nine gigawatts of new power by 2027 and sixty-seven by 2030… that's the equivalent of ninety (90) nuclear plants. |
He called it the biggest unplanned infrastructure project in modern history. |
Training a single frontier model now consumes enough electricity to power one hundred thousand homes. |
Global data-center demand is rising 25% faster than predicted. The U.S. grid was not built for this pace. |
In Georgia, emergency expansions are underway. In Texas, utilities are rerouting industrial power corridors to feed AI clusters. |
Every rack of GPUs installed today locks in a decade of electricity demand. |
Investors who once chased the models are now chasing the power. |
The smartest play in the age of intelligence isn't code, it's current. |
The Empire That Thinks in Gigawatts |
While America scrambles to expand its grid, China has already built one designed for AI. |
Entire provinces function as energy ecosystems built for computation. Power plants feed transformers that feed data centers that feed AI models. Energy and intelligence have fused. |
China controls 60% of global solar production and 80% of polysilicon manufacturing. |
It leads in grid-scale battery patents and builds one nuclear reactor for every one the rest of the world decommissions. |
Inside its Tier 1 regions, more than 900,000 GPUs are online, twice the capacity of the United States. Many draw power from dedicated hydro and nuclear sources that run without interruption. |
Provinces compete for long-term energy contracts and high-voltage corridors to deliver them. |
In the Gansu desert, a 500-megawatt solar array powers a new AI cluster surrounded by transmission towers that stretch to the horizon. |
In the south, hydroelectric dams light entire data campuses in Yunnan and Sichuan. |
The country's intelligence capacity expands one gigawatt at a time. |
U.S. Foreign Affairs recently described China's grid strategy as the first true energy-industrial policy of the information age. |
The same state that mines the lithium also builds the batteries, installs the panels, and wires the clusters. |
Every electron has a destination. Every watt is assigned. |
The West still separates innovation from infrastructure. China learned long ago that they are the same thing. |
The American Grid Awakens |
Across the ocean, the response is taking shape. |
In Port Washington, Wisconsin, a gigawatt-scale AI campus called Stargate is rising with a new generation built beside it. |
In Decatur, Illinois, Google is funding a gas plant with 90% carbon capture to feed compute on demand. |
In Southwestern Pennsylvania, three new data center projects already have long-term natural gas contracts. |
The Midwest is becoming an energy-intelligence belt. Columbus and Chicago remain anchors, but secondary cities like Minneapolis, Des Moines, and Pittsburgh are attracting projects for one reason: available power. |
An Ohio study counted 95,000 jobs and $12 billion (with a B) in GDP tied to data centers in 2024, with projections of 130,000 jobs and $20 billion by 2030. |
For every dollar in incentives, states received two in return. Annual tax revenue from the sector now tops one billion dollars, more than double 2017 levels. |
Between 2018 and 2024, data center employment surged 242% in Arkansas, 179% in South Dakota, 132% in Georgia, 126% in Louisiana, and 121% in Idaho. |
Infrastructure has become its own economy. |
Washington is starting to notice. Energy and defense committees now discuss megawatts in the same breath as microchips. |
The latest AI directives coming out of the White House read like emergency infrastructure plans disguised as policy. |
The private sector is moving faster. Schneider Electric leads in data-center energy management and cooling systems, the technology that decides where clusters go when water and power costs set margins. |
High-capacity transmission, grid hardware, and smart-grid software have moved from specialty tools to national infrastructure as developers chase reliable energy instead of incentives. |
Capital is shifting. The market spent years chasing models and ignored the engines that run them. But now that window is closing… and fast. |
The companies that move electricity, cool servers, and reinforce the grid are becoming the most leveraged AI investments in the world. Every watt added now compounds for a generation. |
The quietest sectors are becoming the loudest returns. |
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The New Currency of Power |
Electricity has become leverage. Nations are competing for the watts that power intelligence. The balance of power now runs through cables instead of borders. |
Countries with cheap, steady energy are emerging as the new intelligence hubs. |
Canada, Norway, Iceland, and Australia rely on hydro, wind, and geothermal reserves that run constantly. Their energy costs are a fraction of those in the United States or Europe. |
AI clusters are migrating toward cold climates and low kilowatt prices because whoever controls the cheapest electrons controls the most compute. |
By 2032, AI infrastructure is expected to become the largest industrial consumer of electricity in history. Every data center adds to a global race measured in megawatts. |
Power exporters are becoming compute exporters. Nations that once sold oil now sell capacity. Compute-hours are the new barrels. |
In the Middle East, energy ministers talk about data exports instead of oil shipments. |
In Europe, regulators describe compute as a strategic commodity. |
In the United States, governors are lobbying for data-center corridors the way they once did for interstate highways. |
The grids that powered the Industrial Age are being rewired for the Intelligence Age. |
Investors watching this understand what most still don't. Electricity is the world's most valuable asset. The demand curve for power is rising for the first time in fifty years. |
Every transmission upgrade, battery network, and modular reactor is a toll booth on the road to the future. The money is flowing toward the current that keeps intelligence alive. |
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The Bill Comes Due |
The race to artificial superintelligence will not end in a lab. It will end at the meter. The limit on progress is no longer imagination but electricity. |
Every leap in capability adds weight to the grid. The math is catching up to the myth. |
By 2030, data centers could consume a fifth of global electricity. Training a frontier model already costs tens of millions in energy. Each doubling of compute demands three and a half times more power. |
AI is growing faster than any technology in history and colliding with a grid built for another century. |
When Eric Schmidt called it a national race for electricity, he wasn't exaggerating. The power bill has become foreign policy. |
That collision is an opportunity. |
Power, once a cost, is becoming the most investable resource on the planet. Smart capital is already moving. Utilities that modernize grids, miners that produce copper, companies that build reactors, batteries, and cooling systems are all positioned for the next expansion. |
The energy economy is merging with the intelligence economy. |
Artificial superintelligence won't arrive as a spark of consciousness. It will arrive as a rolling blackout, then a rebuild. The nations that manage that transition will own the century. |
The investors who see it early will own the decade. |
Every civilization builds its gods. Ours just needs a bigger power plant. |
Inside Moonshot Minute Premium, we are tracking the builders of this foundation: the companies expanding grids, deploying small modular reactors, manufacturing copper and transmission gear, and developing storage systems to keep the lights on for the machines that think. |
This is the infrastructure of intelligence, and it's already under construction. |
If you choose not to join Moonshot Minute Premium below, at the very least, I urge you to position yourself accordingly. |
Double D |
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