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The AI buildout is running into a hard constraint that has nothing to do with chips — grid connections can take years to secure, and power capacity is quietly becoming the scarcest resource in the entire infrastructure stack. Our partners at AIB have put together a breakdown on a Russell 2000 microcap that just added 65 megawatts to its power position while the rest of the market was still arguing about model valuations. See why investors are taking a closer look at this power story here.
AI infrastructure has a bottleneck, and it isn't chips. It's power.
New grid connections can take years.
One Russell 2000 microcap just added 65 megawatts to its power position.
While the market debates models, chips, and AI valuations, this company has been securing the electricity all of them ultimately depend on.
The filings tell the rest of the story.
See Why Investors Are Looking at This Power Story
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