We presented the trade idea that a surge in artificial intelligence demand is sparking the need for significant upgrades to the nation's decades-old power grid as new data warehouses come online. Several of the nation's power grids face increasing power brownout/blackout risks during high-demand periods.
This overview we provided premium subscribers was published in a Wednesday note titled "The Next AI Trade." Cloud-computing startup CoreWeave's co-founder and chief strategy officer, Brian Venturo expands more on this. He spoke on Thursday at the…AI-Driven Data Surge Challenges Infrastructure Limits
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