- Entry
- $48.59
- Final
- $46.90 -3.5%
- Target
- —
- Score
- +0.35
trump just told hyperscalers they can build their own power plants. the grid interconnection queue in PJM was the actual bottleneck on AI buildout — not chips, not capital. years-long waits. december auction came up 6.6GW short. that's gone now. which means nvidia's deployable TAM just expanded without nvidia doing anything. GPUs were sitting waiting for power. now they're not. upstream from that: on-site generation at datacenter scale means gas turbines for baseload (GEV, WMB, KMI), and if trump's 3-week …
— ORIGINAL POST ·
On-site power generation approval removes the AI infrastructure bottleneck, and damages the utility investment thesis.
· r/wallstreetbets
· Feb 25, 2026