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VST—no feedCEG—no feedNRG—no feedTLN—no feedNEE—no feedSO—no feedDUK—no feedAEP—no feedD—no feedEXC—no feedPEG—no feedXEL—no feedGEV—no feedETN—no feedPWR—no feedVRT—no feedCMI—no feedBE—no feedNVDA—no feedAMD—no feedAVGO—no feedMSFT—no feedAMZN—no feedGOOGL—no feedVST—no feedCEG—no feedNRG—no feedTLN—no feedNEE—no feedSO—no feedDUK—no feedAEP—no feedD—no feedEXC—no feedPEG—no feedXEL—no feedGEV—no feedETN—no feedPWR—no feedVRT—no feedCMI—no feedBE—no feedNVDA—no feedAMD—no feedAVGO—no feedMSFT—no feedAMZN—no feedGOOGL—no feed

AI does not run on chips. It runs on electricity.

And somebody sells that. An argument about where the bottleneck went, and who is on the other side.

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The argument

Who sells it

American Electric Power
AEP
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Bloom Energy
BE
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Constellation Energy
CEG
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Cummins
CMI
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Dominion Energy
D
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Duke Energy
DUK
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Eaton
ETN
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Exelon
EXC
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
GE Vernova
GEV
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
NextEra Energy
NEE
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
NRG Energy
NRG
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Public Service Enterprise Group
PEG
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Quanta Services
PWR
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Southern Company
SO
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Talen Energy
TLN
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Vertiv Holdings
VRT
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Vistra Corp.
VST
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Xcel Energy
XEL
—
SectorPower
24h—
No RPC endpoint configured for chain 4663.
Advanced Micro Devices
AMD
—
SectorCompute
24h—
No RPC endpoint configured for chain 4663.
Amazon
AMZN
—
SectorCompute
24h—
No RPC endpoint configured for chain 4663.

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