Joining us now is Andrew Obin, equity research analyst at BFA, who covers the industrial space. Welcome. >> Thanks so much.>> When you hear data centers in space, does it make you laugh, shake your head, or go, "Yeah, this is actually what's coming, and we're starting to think about the buildout for this already." >> Well, at first I thought it was bonkers. >> Yeah. >> And then when you dig in, you actually realize that there are very specific developments that are driving the narrative, >> and we think it' ...

Offering cheaper AI systems comes down to using cheaper electricity. On that, Saudi Arabia reckons it has the edge https://t.co/GyI63DblOi ...

India’s latest proposal to expand electricity generation leaves little room for gas to bridge the gap between coal and clean energy, writes @rajeshsing13 https://t.co/oaE6Nkmy2p ...

RT Jesse Peltan (@JessePeltan)China is *all* of the growth in global electricity per person. ...

RT Jesse Peltan (@JessePeltan)China's electricity is now 30% more than Europe's — PER CAPITA.More than double in total. ...

RT Mario Nawfal (@MarioNawfal)ELON: SOLAR WILL DEFINE THE FUTURE OF ENERGYElon says the Kardashev Scale makes the path clear because a civilization grows by learning how to gather the energy around it and solar sits at the center of that climb.Even a small stretch of Texas or New Mexico could cover all electricity needs in the United States.One square mile can take in about two point five gigawatts of sunlight and roughly three gigawatt hours of power can flow from that space each day.Starlink already runs ...

People don’t understandJesse Peltan (@JessePeltan):China's electricity is now 30% more than Europe's — PER CAPITA.More than double in total. https://t.co/wkAmHuAVQX ...

AI Investment and Growth - AI is considered a transformational technology, with the focus shifting to how over-extrapolated it already is and staying ahead of the next waves of investment [2] - The Magnificent 7 earnings showed over 20% earnings growth, with cloud revenue growing 25% year-over-year [3] - Dispersion within the early winners of the AI story is expected to continue [4] Infrastructure and Power Constraints - The physical infrastructure needed for AI, particularly electricity power, is a key concern [4] - China's less constrained approach to energy and a more modern grid system give it a potential advantage in AI adoption [4] - Investment interest is growing in solutions for upgrading the grid, especially in private markets and infrastructure funds, including contracted power companies [4][12] Energy and Policy Considerations - China is taking an "all of the above" approach to energy, including coal, nuclear, renewables (especially solar and batteries), and fossil fuels [7][8] - Natural gas has an important role to play in the US before full renewable solutions are reliable and stable [9] - Upgrading the US power grid, which has not been significantly upgraded in decades, is crucial [4][9] Investment Strategy - The focus should be on structural stories like AI in the US and certain Asia markets, rather than betting on a cyclical economic recovery [11] - Active focus is needed in tech and growth funds due to more dispersion in large companies [11] - Opportunities exist in private markets, specifically infrastructure funds with regulated and contracted power companies [12]

Project Overview - A $17 billion startup, led by former Energy Secretary Rick Perry, plans to construct a large data-center campus in Texas [1] Energy Consumption - The data center is projected to require 11 gigawatts (GW) of electricity [1] Location - The data-center campus will be located in Texas [1]

Only in America are electricity regulators elected by popular vote. Campaigns usually win little attention. The upcoming election in Georgia has been an exception, however https://t.co/eaqH8aEqjf ...