{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"The AI Energy Stack: The Actual Industry Winners","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2bf798f6\"></iframe>","width":"100%","height":180,"duration":1957,"description":"This is the long-awaited Energy Stack episode. The AI trade is shifting from GPUs to the power, wiring, and data center infrastructure needed to support them. \nToday, we cover Bloom Energy, optical networking companies like Lumentum and Corning, Marvell’s role in AI hardware, and neocloud providers such as Nebius, CoreWeave, and IREN.\n------\n🌌 LIMITLESS HQ ⬇️\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 GPU Bottleneck Shifts\n0:37 Power Becomes the Constraint\n3:15 Five-Year Grid Delays\n5:47 Bloom’s Fast Energy Fix\n9:54 Data Transfer Hits Limits\n11:51 Light Replaces Copper\n17:25 Power Delivery Gets Harder\n18:22 Marvell Wins Power Design\n20:35 Renting Compute at Scale\n21:08 Nebius and NeoClouds\n25:17 Compute Becomes an Asset\n29:47 The Substrate Layer Ahead\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}