The start of the supply chain, or picks and shovels of the AI and data center buildout, is natural gas, which is powering electricity generation (nuclear and uranium are a bit further out, 2030). I have covered key IPPs (independent powerI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundament ...