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AI Datacenters to 3x - Infinite Megapack Demand (Patreon)

Published:
2025-09-13 14:53:57
Imported:
2026-06
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Content

Power is poised to become the primary bottleneck in this explosive growth of data centers.

To operate these facilities efficiently—without risking catastrophic failures to your multibillion-dollar investments in Nvidia H100s and B200s—you'll need robust energy storage solutions to stabilize and smooth out power fluctuations.

This perfect storm is going to FUEL INFINITE demand for Tesla Megapacks, as they provide the scalable battery infrastructure essential for reliable, uninterrupted AI-driven computing at this scale. Once again Elon is in the right place at the right time.

h.t sanjay for the image

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Comments

WhisperingWinds

@James: any thought about APLD stock? I think they are all about data centers.

TequilaB

Grok needs to solve fusion. For real, so we can get the power we need in the 2030s for AI.

MacD

The demand for these will be through the roof. They make almost all power generation more efficient with pretty much everywhere having huge fluctuations in demand.

Heinz-Ruediger

In order to not put everything on one horse (TSLA), what’s the 2nd best option in this case? Any suggestions?

Hobbit

MegaBlocks to be produced in Houston, second half of 2026, access shipping channel there.

Marcus Cent

What's your view on Galaxy Digital? They are the hybrid of crypto and AI data centers.

Nopemerry

There’s is gonna be heaps of jobs from this. GDPs will explode we are about to kick it up a gear

Serhat

What are the top 5-10 data center names? To invest $cifr $glxy $iren Anyone to add more names

Oliver Cavanagh

This is why I own EOS Energy. A better technology than Megapacks even. Thanks to Jeff Lutz from Cyberbulls for that one (and I guess James through introduction to Jeff)!