The convergence of AI demand and energy infrastructure is creating a fascinating market dynamic. We're seeing massive capital influx into an already overheated sector where energy infrastructure costs have surged 3-5 years running (maxed turbine capacity, scarce EPC labor,
— Shanu Mathew (@ShanuMathew93) Jun 26, 2025
from Twitter https://twitter.com/ShanuMathew93
June 26, 2025 at 01:24PM
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