A funny thing happened on the path to massive expansion of wind and solar energy production. That thing is Artificial Intelligence (AI). AI needs massive data centers, which need 99.99999% reliable electric power around the clock.
By their very nature, wind and solar power are not reliable enough to provide power 100% of the time. The wind stops blowing, and the sun goes down every night.
As a result, we have two investment themes.
This post originally appeared at Investors Alley.