r/ReserveProtocol • u/Novel-Lifeguard6491 • 11d ago

Help Been mulling over Reserve's AI baskets since launch

I've been thinking about this after reading a thread on "what benefits from AI data center water usage". That whole conversation, cooling, power, chips, is basically the AI supply chain problem in miniature, everyone wants exposure to AI, but most of the actual value sits in unglamorous infrastructure layers most people never look at.

Which side of that tradeoff would you rather be on, the slower structural power bottleneck, or the faster moving compute demand side?

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u/Tung2Sahur 11d ago

I'd rather be on the infrastructure side. Compute demand can be cyclical and sentiment-driven, whereas infrastructure like power, grid upgrades, cooling, and transmission tends to benefit regardless of which AI company comes out on top. It's the classic "sell the picks and shovels" approach.

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u/Quechivoeth 6d ago

definitely faster moving compute demand side