RT Leonardo (@Leonardonclt)🚨 @SenWarren @ChrisVanHollen and @SenBlumenthal opened an investigation into the extent to which big tech data centers are driving up consumers’ electricity costs. 🚨They cited our investigation as the primary source of evidence.https://t.co/WHSVSQmJ2j ...

Three Democratic US senators said they are investigating how data centers are driving up power bills and are demanding answers from big tech firms such as Google and Microsoft https://t.co/PRM3FfacO0 ...

The frenzy to finance AI's data centers and GPUs is jamming bond markets. As issuance surges, capacity limits designed to ensure diversification and reduce risks could turn the boom into a credit contagion.Read more: https://t.co/SWbMe1SHWZ https://t.co/Q7pRGhxG5T ...

All right, welcome back to Worldwide Exchange. There could be some good news coming for beatating down Corewave and other data center ccentric companies courtesy of Washington DC. Emily Wilkins joins us now with much more on this story.Emily, good morning. >> Good morning, Frank. Well, yeah, building and powering data centers, it could become much faster under a measure that the House was seeking to advance today.Now, this bill would do a number of things, but overall it shortens timelines to get permits by ...

Hey everybody, Ethan Sloan with SanDisk. We're going to talk a little bit about SanDisk DDN powering the next generation of AI and HBC. Nobody's talked AI here, so this will be the first one, right.Obviously, a little bit about me. So, at SanDisk, enterprise solid state drive representation, helping to fuel the uh the channel. So the goal today is to answer questions with regards to who, what, where, why, when, and how.The who part is who am I. Ethan just introduced myself. Let's get into the what.Right. So ...

Energy Consumption & Projections - Data centers' electricity consumption in the US has seen tremendous growth since 2018 [1] - In 2018, data centers accounted for 19% of US electricity consumption [1] - By 2023, data centers consumed 415% of US electricity, approximately 147 terawatt hours [1] - Data center electricity consumption is projected to rise to over 600 terawatt hours by 2030 [1] - This year's data center electricity consumption has grown by over 30% in 2 years [1] Natural Gas Market Impact - Increased electricity demand could significantly impact the natural gas market [2] - Natural gas is the primary source for electrical generation in the United States [2] - Increased demand could potentially raise natural gas prices and increase volatility [2] - Natural gas prices have been low for the last 15 years due to the boom in fracking [2]

Calls For A Moratorium On New Data Centers Get Louder https://t.co/aa5EJD6YQY https://t.co/b6AdpeYVZe ...

Calls For A Moratorium On New Data Centers Get Louder https://t.co/aa5EJD6YQY ...

Market Outlook - The market is expected to be more choppy with short-term volatility, but overall move higher next year [5] - Evercore projects a 13% upside from Friday's close to a 7750 price target in 2026, expecting more volatility swings [6] - Investors should focus on where the billions of dollars are being spent, rather than playing the interest rate guessing game [3][4] Investment Opportunities - AI infrastructure, aerospace and defense, power solutions for AI, and small-cap biotech M&A in healthcare are key areas of investment [4] - Cooling solutions for data centers are heating up as an investment opportunity [7] - Comfort System (FIX) is highlighted, with the stock up over 142% year-to-date and 82% annualized over the last five years, being added to the S&P 500 on December 22nd [8] AI Infrastructure Play - Multiple beneficiaries exist within the AI ecosystem beyond volatile semiconductors and chips [10] - Companies like Modin Manufacturing, Verdive Solutions, and construction companies like ACOM offer ways to play the AI infrastructure play [10]

Core Viewpoint - Tokyo Gas Co., Japan's largest fuel distributor, plans to invest in US downstream assets to enhance earnings and strengthen its energy supply chain [1][2]. Investment Strategy - The company aims to deploy capital in liquefaction plants, export terminals, and the energy services sector to increase profitability [2]. - Tokyo Gas has allocated 350 billion yen ($2.2 billion) for overseas investments over the next three years starting from fiscal 2026, although specific amounts for US downstream expansion were not disclosed [4]. Market Context - The planned expansion in the US coincides with a shift in US energy policy under President Donald Trump, which favors fossil fuels and responds to increased power demand from artificial intelligence and data centers [3]. Recent Acquisitions - Tokyo Gas' US subsidiary acquired Rockcliff Energy II LLC, a Texas natural-gas producer, for approximately $2.7 billion in late 2023 and also purchased a stake in Arm Energy Trading LLC in 2024 [5]. Shareholder Influence - The company attracted attention after Elliott Investment Management disclosed a 5% stake, pressuring Tokyo Gas to divest parts of its real estate portfolio to enhance shareholder value [6]. Future Asset Management - Tokyo Gas has identified target assets for potential sale but has not specified which properties will be divested, while retaining real estate that supports its core energy business [7].