Gianarikas: Electricity prices are rising as AI data centers need more power

All right. So, I'm going to bring you behind our closed doors just for a minute. George, we were talking a lot here at CNBC about uh is there enough energy here in the US to power just the massive scale of data centers that we keep hearing these related to these announcements. Uh currently today and the trajectory that we're on, is there enough power right now just in the existing grid.The short answer is no. And we've written a series of notes called Something's Got to Give where we voice significant conce ...