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Reply to "Is $TSLA a buy here?"
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[quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote=Anonymous][quote]Good, when this whole AI thing turns out to be the latest "meta verse" tech sector crap then Tesla will finally tank and EVs can move on from Musk.[/quote] The batteries are not necessarily about AI. Utilities are using them instead of using plants for example. It's about energy storage. [/quote] But electricity demand was projected out by ev adoption. With that waning, it changes the value proposition [/quote] AI uses way more electricity than EVs. Hell even crypto probably uses more. [/quote] I’m talking about grid electricity where having your own battery pack is useful. AI data centers are colocated with power source. [/quote] All data centers to date that I am aware of are using grid electricity. There has been talk of colocating with power sources but I don’t think any have actually done it in a way that the power is off grid. [/quote] Yes, they are building in poor cities like Memphis where the citizens won't do anything about rolling blackouts to keep the AI power going.[/quote] I was thinking they would follow the example of Google data centers but AI is more ruthless market[/quote]
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