Back
“Record backlog and fattening margins flow to the contractor whose electricians and plumbers actually build and maintain the data centers, because the scarce hands are the choke point everyone is bidding for.”
Source
Steve HouYouTube“The AI Bubble Is Widely Misunderstood | Steve Ho…”48:47
“Jensen was on there and he was saying that the, the biggest constraint they have right now is actually plumbers for their data center. Like that's, that's where the bottleneck is.”
Performance
Entry$1,734.23
Current$1,741.30
Since call+0.41%
Confidence72%
How this was scored
Entry$1,734.23Apr 29, 2026 · 19:13 UTC · paste.trade
Resolution$1,741.34Jul 3, 2026 · 14:56 UTC · resolve-claims-cron
Horizonnot specifiedparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 14:56 UTC