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This is why I paid $22 more this month for electricity $nvda · XDL

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This is why I paid $22 more this month for elect…

This is why I paid $22 more this month for electricity $nvda

@Special Situations Research Newsletter (Jay)

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POV: All $NVDA investors right now

Jensen Huang at the G20, explaining the whole $NVDA business in two minutes: The product: "You monetize energy in dollars per kilowatt-hour. Today, it's dollars per million tokens." The cost: "One gigawatt is about 50, 60 billion dollars." A fab used to be the giant $25B bet. A

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