The “Achilles heel” of Elon’s new Memphis data center

Here’s the exciting “second order effect” for traders
 
   
     
   
Elon Musk’s new xAI data center in Memphis, nicknamed “Colossus,” reached a major milestone in September, bringing online all 100,000 advanced Nvidia chips at the same time… 

Making it the most powerful computer ever built. 

 
 
   
   
But without enough energy, this new data center is useless. 

See, AI workloads consume a lot of data center resources like space, power, cooling, and data/power port connections. 

And data centers need power 24 hours a day... 

Something wind and solar power alone can’t provide.

Which means companies that can fulfill this energy need are in high demand. 

Obviously, I can’t ensure profits or sidestep losses.

But adding fuel to fire is the fact that this is an election year…

Which, historically, results in a certain part of the energy sector seeing larger than normal moves.

These two forces set up a unique opportunity we might not see for another four years—if ever.

You’ll want to see what I’ve put together on this page


Geof Smith
   
   
 

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