According to @KobeissiLetter, Nvidia CEO Jensen Huang highlighted electricity constraints as the next major cap on AI growth, putting power-limited data centers and performance per dollar at the center of deployment decisions (source: @KobeissiLetter). For traders, tighter power headroom implies a premium on energy-efficient compute and data center capacity, which can influence NVDA sensitivity to efficiency roadmaps and power availability themes (source: @KobeissiLetter). The same constraint set is directly relevant to power-intensive crypto infrastructure, including BTC miners, where electricity availability and cost are primary inputs for operational capacity and margins (source: @KobeissiLetter).