Part 6/9:
Discussing investment patterns, Eisman indicates that the current environment remains in its early phases. Power infrastructure, particularly innovative nuclear solutions, is emerging as a critical sector. He notes the advent of small nuclear reactors being deployed near data centers, signaling a shift toward cleaner, more efficient energy sources.
He ponders whether power constraints could become bottlenecks in future technological development, hinting at a potential trillion-dollar industry devoted to reducing power consumption in data infrastructure and other sectors. Still, he believes it is too early to worry excessively about overbuilding in bandwidth or power, emphasizing that the market is still exploring profitable avenues.