LONGActive
Energy Ownership Is the New AI Moat
Power, not GPUs or algorithms, is AI's real moat — a location-specific power contract is scarce and non-fungible in a way chip access never is.
Power ownership is the scarcest asset in AI infrastructure — not GPUs, not data
Hyperscalers signing 10-20 year PPAs at premium rates — long-duration moat
ai-infrastructureenergypower