There have been several good posts about how to profit from a world of AI takeoff.

However, when it comes to individual investment recommendations, most of them are for direct AI companies or builders of GPUs and compute infrastrucutre

Recently, it's become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).

What's the best way to profit from this insight?  Stock picks? Futures contracts? Something else?

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Dagon

40

Probably no easy way.  Power generation and transmission, far more than chips or other AI inputs, is very heavily regulated and socialized.  It's very difficult to set a clearing price for new sources or methods.

PeterMcCluskey

30

My favorite power-related stock is CSIQ (Canadian Solar).

I also have positions in lithium mining companies (for grid storage), and construction companies that have some focus on power grids (e.g. MYRG).

Uranium bets are harder to evaluate.

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Recently, it's become clear to me that power will be much more of a bottleneck than GPUs (and therefore even more valuable).

Please show your work.

I've heard several people who should know (Musk, Ascher) make detailed cases that seem right, and haven't heard any convincing arguments to the contrary.

For those who disagreed, I'd love to be linked to convincing arguments to the contrary!