RGTI
Rigetti Computing
-- 17.0800 TSLA
Tesla
-- 431.660 NVDA
NVIDIA
-- 137.010 LAES
SEALSQ Corp
-- 9.080 PLTR
Palantir
-- 79.080 Will GEV be the next Nvidia?
From the Renaissance to the Age of Discovery, the discovery of plants and mineral resources in the Americas, integrating resources from each continent. The first and second industrial revolutions brought about mechanization and electrification, leading humanity out of the Malthusian Trap.Malthusian TrapThe third industrial revolution, the internet era, has connected a portion of the human elite class, maximizing efficiency. The era of mobile internet has basically integrated everyone on Earth together, but also encountered bottlenecks, reaching limits.
However, at the end of 2022, ChatGPT emerged, bringing hope to humanity. Through unlimited computing power, it can greatly improve individual efficiency and the overall ceiling of humanity at the same time, in order to become what is known as a Type I civilization (Kardashev Scale). Therefore, the future is the era of computing power and energy (electrical utilities).
Nvidia $NVIDIA (NVDA.US)$As a leader in computing power, to reach a market cap of five trillion, one needs to see the realization of Artificial General Intelligence (AGI). To achieve a market cap of ten trillion, one needs the realization of Artificial Super Intelligence (ASI). This is why the major internet giants, even though they currently don't see enough profits, are crazily constructing AI datacenters. They prefer to be ahead of the curve rather than fall behind, as this is an era of winner-takes-all.
General Electric (GEV) $GE Vernova (GEV.US)$Helped generate approximately globally30% of the electricity, ai datacenter needs stable all-weather power supply (base load power generation), only nuclear power and thermal power generation can meet the demand. The development cycle of nuclear power is too long, so natural gas power plants are being widely constructed. GEV, Siemens $SIEMENS ENERGY AG SPON ADS EACH REP 1 ORD SHS (SMNEY.US)$
not available.Two thirdsof the market share
The most promising United Kingdom project in the recently popular small modular reactor (SMR) field. GE Hitachi, Holtec, Rolls-Royce SMR, and Westinghouse Electric entering the next stage of negotiations
Another major business of General Electric (GE), electrical equipment, also benefits from ai datacenters, the global trend towards decentralization of electrical and wind power simultaneously drives more customers to invest in modern power grids and renewable energy solutions.
Offshore wind power has also passed the most difficult period, with all the bearish news being exhausted.
There is another market that has not yet shown its performance, which everyone has overlooked, that is, the demand for electricity in the United States due to domestic reindustrialization. For example, the electricity consumption of Taiwan Semiconductor alone accounts for 9% of the total local electricity consumption in Taiwan. As Taiwan Semiconductor continues to expand its production capacity, especially in the application of advanced process technologies (such as 3-nanometer process), its power demand will increase significantly. By 2030, it could reach 12 to 24%. This is just for chip manufacturing, there are other industrial electricity demands such as raw material refining plants (especially aluminum electrolysis), battery factories, and solar panel manufacturing, etc.
So I believe GEV is the next Nvidia!
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103916021 : ok