AI compute boom turns electricity into the key constraint, giving BitZero an edge on low-cost power

A surge in AI compute demand is driving an unprecedented jump in electricity needs, tightening supply and turning grid connections into a major bottleneck. The article argues that companies such as BitZero benefit from having already secured stable, low-cost power, which can translate into an advantage for data centers and crypto mining. It also identifies Vistra (VST), Eaton (ETN) and GE Vernova (GEV) as potential beneficiaries of data-center-driven power expansion, and lists natgas as a key commodity beneficiary.