📅 18.06.2026 · The 25-Year-Old Who's Beating Every Hedge Fund On Earth · 👁️ 1
Parcialmente. La afirmación está parcialmente confirmada. Bloom Energy construye celdas de combustible de óxido sólido modulares que permiten a los centros de datos generar su propia energía in situ, completamente independientes de la...
"Así, Ash y Brenner evitan la red por completo y su fondo invirtió fuertemente en Bloom Energy, una empresa que está construyendo celdas de combustible de óxido sólido modulares que permiten a los centros de datos generar su propia energía in situ, completamente independientes de las empresas de servicios públicos." "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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Iniciar sesión…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…