The market has discovered electricity and now everything is bullish

I love how the market spent two years pretending AI was just chips and then suddenly remembered that chips need electricity to do chip things. Now every company connected to power, cooling, copper, data centers, generators, transformers, batteries, cables, concrete, HVAC, and maybe even office chairs is getting rebranded as “critical AI infrastructure.” And the annoying part is that the thesis is kind of real. You actually do need power, memory, networking, cooling, land and grid upgrades to run