Nvidia's Real 'Bottleneck' Isn't Chips, It's Power, Says Beth Kindig, Tech Analyst Shares What It Means For AI Investors

While the world is focused on the race for faster AI chips, the true bottleneck for the industry’s explosive growth is rapidly becoming power, according to a leading tech analyst from I/O Fund, Beth Kindig. Energy Sector: The Next AI Investment Frontier On Sunday, Kindig reshared a snippet from an old interview with Wealthion, which originally aired on August 29, highlighting that the immense energy demands of next-generation GPUs will drive “at least 10x growth” for strategically chosen energy stocks, making the sector the next major AI investment frontier. She highlighted that her firm began moving into AI networking nearly a year ago and is now in the “early stages of moving into energy.” This shift is driven by big tech companies “gobbling up whatever alternative power they can find” to fuel their burgeoning AI infrastructure. The analyst pointed to Nvidia Corp.‘s (NASDAQ:NVDA) upcoming Blackwell platform as a critical inflection point. “Blackwell is about 100 kilowatts more or less… it’s breaking through 100 kilowatts, could be 140 kilowatts,” Kindig explained. She projected that by the end of the decade, GPU energy requirements would reach 1 megawatt, representing a staggering tenfold increase in power demand. This escalating need creates an urgent and compelling opportunity for investors in the energy sector. We've now seen ...Full story available on Benzinga.com