This is exactly "the datacenter investment". But the only people who can make it are established companies with predictable long-term power needs. You cannot re

This is exactly "the datacenter investment". But the only people who can make it are established companies with predictable long-term power needs. You cannot really invest in it. Investing in solar companies however (e.g. SUNE, SCTY, ...) went badly (of course SCTY "turned out well" thanks to Elon Musk putting up 2 billion of not-quite-his-own money to saving it, presumably mostly to protect his reputation. This is ironically another reason not to invest, as the difference between a large loss and a large gain was created only by a large external force (sort-of government even, if you consider just how much government money TSLA gets)) So an investment in SCTY was pretty much a simple bet: "do you believe the government will bail out SCTY ?". The answer was yes, in a roundabout way. In the case of SUNE, the answer was no.