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But without enough energy, this new data center is useless. See, AI workloads consume a lot of data center resources like space, power, cooling, and data/power port connections. And data centers need power 24 hours a day... Something wind and solar power alone can’t provide. Which means companies that can fulfill this energy need are in high demand. Obviously, I can’t ensure profits or sidestep losses. But adding fuel to fire is the fact that this is an election year… Which, historically, results in a certain part of the energy sector seeing larger than normal moves. These two forces set up a unique opportunity we might not see for another four years—if ever. You’ll want to see what I’ve put together on this page Geof Smith |
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