NVIDIA's revolutionary new invention just solved the #1 chokepoint that's been strangling big AI companies.
And Tech legend Jeff Brown — the Silicon Valley insider who called NVIDIA before it skyrocketed more than 30,000%...
... says a shocking announcement by NVIDIA CEO Jensen Huang could make a lot of early investors rich.
Partner Content
Where the Real Acceleration Started
A week ago, a deal hit the wires that should’ve made far bigger headlines:
Brookfield, NVIDIA, и KIA committed $100 billion to build out global AI infrastructure — land, energy capacity, and next-generation data centers.
Not software.
Not a new model.
Not an update.
A full-scale physical expansion.
Reuters, WSJ, и Nikkei all converged on the same point:
AI is now constrained by electricity, not ideas.
Data centers already use ~4% of all U.S. electricity, twice as much as in 2019, and projections suggest that could triple within the decade. Some planned AI facilities are sitting half-built because local utilities literally cannot provide the power yet.
It’s no longer about who trains the smartest model.
It’s about who can power it.
Signs of a New Phase
Amazon, Microsoft, and Alphabet have now committed more than $350 billion in capex — most of it not for R&D, but for substations, cooling systems, land acquisition, and long-lease energy agreements.
GPU orders are backed up into 2027.
Regions across the U.S. are approving new transmission lines purely to support AI clusters.
This is the same pattern we saw in the early cloud boom:
the spotlight shines on the giants, but the biggest gains go to the companies enabling the buildout — cooling, power delivery, dense hardware integration, specialized infrastructure.
The difference now is scale.
And speed.
Everything is accelerating.
AD:
The Compass Ahead
If AI depends on gigawatts, not hype cycles, the leverage won’t sit with whoever builds the next chatbot.
It will sit with whoever keeps these new AI “factories” alive — the companies that get paid every time they switch on.
And that’s the story hiding behind Jensen Huang’s announcement.
