马斯克点名的AI算力瓶颈：变压器、布线、液冷与网络

Just some random ideas from Elon’s post:

$AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking

Since Elon Musk cited:

• transformers - wiring - liquid cooling - massive chillers + complex networking

As the point of failure for AI compute buildout.

Which is “harder than finding power”