That White House tech meeting wasn't about AI.
Apple, Nvidia, Meta came for one reason:
To secure electricity before it runs out.
The real agenda? A $500B electricity crisis that could shut down AI development.
Here's what they're not telling you:
Every major tech CEO at that summit shared the same fear.
We don't have enough power for AI.
The grid can't deliver what they need.
While the media reported "historic investment pledges," the real discussion was about one thing:
Who gets the fucking electricity?
Microsoft just locked up ALL of Three Mile Island's nuclear output.
837 megawatts. For 20 years.
The plant won't even restart until 2028.
But Microsoft already owns every electron it will produce.
That's how desperate this is getting:
Oracle's cloud revenue will hit $114 billion by 2030.
That's 14 times current levels.
TSMC's August 2025 sales jumped 34% year-over-year.
This isn't growth. It's panic buying.
And it's about to get worse:
Every 9 months brings a new chip generation.
Nvidia's Blackwell. AMD's latest. Amazon's custom chips.
Each needs exponentially more power at the rack level.
One hyperscale data center now needs 300-400 megawatts.
That's a small city's worth of electricity.
The U.S. grid was built for flat demand.
For decades, electricity use grew less than 1% annually.
Planners project 2% growth going forward.
I think it's 4-5%. Maybe higher.
We're completely fucked if I'm right.
Northern Virginia. Parts of Texas.
Data centers are already causing power issues.
Transformer lead times: 2-3 years.
Permitting backlogs: measured in years.
Your electricity bills? About to explode.
Meanwhile, hyperscalers aren't waiting:
They're buying land next to nuclear plants.
Signing 20-year power deals before plants are built.
Converting Bitcoin mining sites to "AI-grade" power.
A Tier-3 megawatt now trades at 10-15x a Tier-1.
The scramble is global:
Middle East trade deals?
80% about securing cheap electricity for AI buildouts.
Every major negotiation includes data center rights.
The new geopolitics isn't oil.
It's electrons.
SMR companies with zero revenue command huge valuations.
Why?
They've signed deals with Microsoft for future output.
Bloom Energy surged on increased demand for hydrogen fuel cells.
AI companies will pay ANY price for guaranteed power.
Wall Street's quietly accumulating power infrastructure plays.
They tell retail investors to buy overhyped tech names.
I've spent 30 years exposing this bullshit.
This energy bottleneck?
It's the biggest wealth transfer opportunity I've seen.
We've identified 3 companies perfectly positioned for this crunch.
Including one SMR player, hyperscalers are desperate to lock up.
These aren't CNBC's obvious picks.
They're what my insider network is accumulating right now.
Join my free live event on September 25th at 7 PM EST.
I'm breaking down the complete power crisis portfolio.
Exact companies. Entry points.
Why they'll become tollbooths for trillion-dollar buyers.
Register now - link in bio.
Video/Image Credits:
- CNBC: youtube.com/watch?v=MJQIQJ…
- AP Archive: youtube.com/watch?v=4G_IkK…
- Bloom Energy: youtube.com/watch?v=wN4Z0i…
- WSJ: youtube.com/watch?v=dsl_sK…
Share this Scrolly Tale with your friends.
A Scrolly Tale is a new way to read Twitter threads with a more visually immersive experience.
Discover more beautiful Scrolly Tales like this.