Great data @SmallCapSnipa ✊ The real bottleneck isn’t generation capacity — it’s multi-year grid interconnection queues + transformer lead times (often 2–4 years). On-site power is becoming the workaround. I see these Companies positioned to benefit hard: $BE – On-site fuel cells that bypass queues (report source itself) $GEV / $ETN – Gas turbines, transformers & switchgear (sold out / long backlogs) $VST / $CEG / $AEP – Power producers & utilities locking long-term data-center contracts $PWR – Grid construction & transmission buildout Power infrastructure is the AI shovel play. I owned $BE, but now I plan to get in again in some of these names.