Bessemer @BessemerVP

1/ We've been mapping the AI data center stack — and the opportunity is hiding in plain sight.

Everyone's talking about GPUs. The real bottleneck is physical infrastructure: power, permitting, cooling, and the grid. 🧵

Jun 18, 2026 View on X →

https://x.com/BessemerVP/status/2067669351503978928