Locator: 48744PALANTIR.
Link here. And this is just four companies. Moats.
AI runs on:
- concrete: railroad
- copper: railroad
- natural gas:
- cooling: Trane, Chart Industries (soon to be Baker Hughes subsidiary)
How much copper will the average Stargate latter data center require. ChatGPT:
Even a single Stargate AI data center requires several thousand tonnes of copper—making it one of the most copper-intensive industrial infrastructures on the planet. When fully scaled, the Stargate initiative could represent a sizeable fraction of global copper consumption.
Also from ChatGPT:
A 100-car freight train loaded with refined copper can carry ~ 9,000 metric tons of copper. That's roughly enough to supply 1 - 2 hyperscale data centers, or ~ 15% of the copper needed for a fu 1.2 GW Stargate site.
Amazon is going to outspend the other three.
Those firms and others plan to boost outlays even more. Morgan Stanley projects $2.9 trillion in spending from 2025 to 2028 on chips, servers and data-center infrastructure. The investments, the bank says, will contribute as much as 0.5% of U.S. gross domestic product growth this year and next.
Amazon: it's no longer about books. It's about the cloud.
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Palantir: It's Not A Bubble
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Nvidia About Ready To Post A Home Run
