AI Power Crisis: Bring Your Own Energy
Update: 2025-11-18
Description
The AI boom is driving a power crisis, with data centers needing massive energy. A new investment theme, Bring Your Own Power, emerges. Governors support fast-tracking data centers that generate and contribute energy. Big tech firms like Meta and Amazon are already investing in renewable energy. Nuclear energy is also back in the conversation, with companies like Amazon and Microsoft investing in small modular reactors. Grid modernization is crucial due to aging infrastructure, presenting a significant investment opportunity.
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