Executive Summary
While the market obsesses over AI chip shortages and data center real estate, the real structural shift is happening in power infrastructure. Microsoft's 2028 fusion power plant contract with Helion Energy isn't just a PR stunt—it's a $3.6 trillion market cap company betting its AI future on a technology transition that could fundamentally alter data center economics. The street is missing the second-order effects: if fusion delivers on its promise of 80%+ energy conversion efficiency versus 35%...
Key Investment Opportunity
Microsoft: The Fusion-Powered AI Monopoly
Microsoft's exclusive 2028 fusion contract with Helion positions it as the first hyperscaler with access to sub-$0.02/kWh electricity versus $0.10+ grid rates. This 5x cost advantage in AI training and inference creates a sustainable competitive moat that isn't reflected in current valuations. With ...
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