Nvidia's Jensen Shares: Future of AI is About the Energy Race - Powder Watts

PARK CITY, Utah - Rezul -- The Third Pillar: Why Energy Is the Undervalued Core of the AI Revolution

When NVIDIA CEO Jensen Huang told the Financial Times that "China is going to win the AI race," he wasn't talking about algorithms or GPUs. He was talking about energy — about a nation that can power its ambitions more cheaply and more freely than its rivals.

That quote landed like a thunderclap in the investment world because it reframed what the AI race really is: not a competition of code or chips, but a race for electrical dominance.

The Three Pillars of AI Supremacy

Every dollar flowing into artificial intelligence rests on three interlocking foundations:

1. Code – The software and model ecosystems that define intelligence.
2. Chips – The silicon that performs it.
3. Energy – The power that enables both to exist.

The first two have already been bid to the stratosphere. The third has not — and that disconnect is about to define the next decade of capital markets.

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A Six-Year Story of Imbalance

Pillar   Representative Leaders   2019 Aggregate Value (USD Tr)   2025 Aggregate Value (USD Tr)   Growth % (2019→2025)

Code (AI Software)   Microsoft • Alphabet • Amazon • Meta   3.66   10.85   +196 %

Chips (AI Hardware)   NVIDIA • AMD • TSMC   0.48   6.47   +1 248 %

Energy / Utilities   NextEra • Duke • Southern • Exelon   0.26   0.41   +57 %

(Market-cap data 2019 → Nov 2025; compiled from SEC filings and financial databases.)

In six years, chipmakers increased their market value over twelve-fold, software firms tripled, and energy barely moved. Yet every one of those chips and cloud instances runs on the same limited grid.

This is the greatest mispricing of the century: the world has valued intelligence but forgotten power.
https://powderwatts.com/energy-dominance/