When Imagination Runs Into Physics
Source: SeekingAlpha
2026-05-13 16:00:00 ET
By Christopher Gannatti, CFA
Same Theme, Different Maps
Artificial intelligence, at its core, is a physics problem. It needs memory that moves data fast enough to keep transformers fed. It needs interconnects that can carry information across distances that copper simply cannot handle efficiently. It needs power, more of it, more reliably, than most grids were built to supply. When imagination runs into physics, physics wins. And the companies that resolve those physical constraints tend to be more durably valued than software names whose stories depend on sentiment and timing....
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When Imagination Runs Into Physics
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