AGPU: Neoclouds Target Powered Sites in 15GW AI Buildout

AGPU and neocloud operators with energized sites stand to capture value as the 15GW AI data center expansion hits delays on transformers, liquid cooling and networking, according to @MRRydon. The tweet stresses that contracted power often stays dark until full infrastructure aligns, pushing scarcity rent toward suppliers with firm delivery slots and commissioning capacity. This dynamic ties directly into AI industry impact where neoclouds that already run powered campuses avoid the expensive hotel-room problem of idle GPUs. Investors tracking AGPU price prediction now watch energized MW per quarter rather than nominal GW forecasts amid ongoing energy bottlenecks.