X @Bloomberg
Bloomberg·2026-02-04 17:30
The energy sector has been getting a boost from AI, with an extra 94 gigawatts forecast to be needed by 2030 to power all these data centers. But one long-time utilities analyst is calling out the boom as an infrastructure overbuild.Andy DeVries, head of investment grade credit and head of utilities and power at CreditSights, tells @thestalwart and @tracyalloway the math behind his analysis https://t.co/qoGXjc1GMM ...