Got Power?
Doug Kass
on
May 22, 2026
Hyperscalers will end up funding their own nuclear plants out of pure desperation. You can't run a trillion dollars of next-generation compute on a transmission grid built during the Eisenhower administration
— Macro Alpha (@MacroAlphaHQ) May 21, 2026
600kW per rack by 2027 on a grid where the average US data center draws 20-30MW total. Vera Rubin Ultra at scale means a single hyperscaler cluster could draw more power than a mid-sized city. The grid infrastructure to support this doesn’t exist and can’t be permitted fast…
— Silent Fill (@Silent_fill0) May 21, 2026
Major tech companies began restricting internal AI compute resources this week for employees. I expect similar behavior across the corporate world, which will temporarily cap demand – thus demand on electricity and compute resources. Also, summer is approaching, when energy…
— Andrew G. Huff, Ph.D., M.S. (@AGHuff) May 21, 2026
Position: None
- Category: Daily Diary
Posted by Doug Kass
Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.