@daknakamoto · Long KEEL

Elon just described why I’m bullish on $KEEL. The AI race is quickly becoming a power + infrastructure race. You can have billions in GPUs and still be dead in the water without energized sites, transformers, cooling and connectivity. The bottleneck is the opportunity. 👀

Elon Musk@elonmusk

Consensus estimate is that ~15GW of AI compute produced in 2027 cannot be turned on in 2027. This is harder than just finding power, as you also need to build out all the transformers, wiring, liquid-cooling, (massive) chillers & complex networking.

Read asLong KEEL

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