A recent Wall Street Journal article, “The Frothiest AI Bubble Is in Energy Stocks,” highlighted the fact that investors are looking for any way to invest in the artificial intelligence boom.
It is becoming increasingly apparent that AI will need massive data centers that require enormous amounts of electric power. The U.S. power grid is transitioning from low growth, driven by calls for power efficiency, to a phase in which massive new power production will need to be brought online.
This post originally appeared at Investors Alley.