Jun. 10 at 4:22 PM
One thing that doesn't get discussed enough:
AI isn't creating a technology boom.
It's creating an energy boom.
The market talks endlessly about chips and models, but every breakthrough seems to come with an even larger appetite for electricity.
At some point, the question stops being "Which AI company wins?"
And becomes:
"Who is going to provide the power?"
That's why I've become increasingly interested in utilities, power generation, nuclear energy, and grid infrastructure.
The winners of the next decade may not look like the winners people expect today.
$CEG $VST $CCJ