Chart Of The Day -- The Copper Gap -- December 4, 2025

Locator: 49605COPPER.

Link here. 

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Chokepoints

Previously posted: 

Chatbot and LDC chokepoints:

• right now: access to blades; [adding memory (MU) -- December 4, 2025]
• the next twelve months: putting blades on-line; 
• Nvidia, AMD, copper, fiberoptics
• next few years with the large data center build-out: cooling;
• five to seven years: access to affordable electricity.