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Chapter 03 / 16

Bottleneck Discovery

需求和架构只有穿过供给刚性、收入转化与利润捕获，才构成可投资瓶颈。

First Deep-Dive Order

  1. Vertiv
  2. Eaton
  3. Bloom Energy
  4. GE Vernova
  5. Solaris Energy Infrastructure
  6. Schneider Electric
  7. Powell Industries
  8. Constellation Energy
  9. Vistra
  10. Emerald AI

First Automation Query Set

Use these queries weekly:

  • "AI data center" "onsite power" hyperscaler
  • "AI data center" "behind-the-meter"
  • "data center" "transformer lead times"
  • "data center" switchgear backlog
  • "AI data center" "liquid cooling" partnership
  • "data center" "time-to-power"
  • "FERC" "data center" interconnection
  • "ERCOT" "large load" "data center"
  • "PJM" "data center" load growth
  • "flexible load" "AI data center"

Use these source types:

  • Company earnings transcripts and investor presentations.
  • FERC / RTO / ISO filings.
  • Utility integrated resource plans.
  • Hyperscaler sustainability and infrastructure announcements.
  • Data Center Dynamics, Data Center Knowledge, SemiAnalysis, Bessemer, Latitude Media, Canary Media.
  • Job postings for power procurement, grid interconnection, data center electrical engineering.