AI Energy Crisis Hits Breaking Point - Infrastructure Stocks Surge
The power shortage could be AI's biggest limitation...
Industry analysis reveals AI data centers are consuming electricity at approximately four times the rate that new power generation capacity is being added to the grid.
US data center consumption could reach 6.7% to 12% of total electricity generation by 2028, creating supply constraints that threaten America's technological competitiveness.
This energy crisis is forcing a fundamental reassessment of America's power generation capabilities, potentially creating opportunities across nuclear, natural gas, and energy infrastructure sectors. Access full story here.
-Christopher
P.S. BlackRock and Vanguard are quietly increasing energy sector allocations as AI infrastructure spending surges. You really need to read this before it's too late.