The power bottleneck in the U.S. isn’t as big as the market generally thinks, and the solution is simple: One word: money Four words: market economy DC-ization essentially improves the efficiency of the existing power system and reduces waste. As long as hyperscalers are willing to pay a premium, DC-ization is just one of the ways to solve the power bottleneck. Along the way, it will also bring us a lot of alpha.