Energy's Bull Case Lies in Massive Electrical Demand for A.I.
Schwab Network · Schwab Network
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Show Notes
"Electricity will run the economy moving forward," says Rob Thummel, who sees a 75% increase in electricity demand from now through 2050. A.I. lies at the center of that exponential demand, and Rob believes the U.S. needs to invest more in electricity producers and infrastructure to maintain A.I. leadership. He talks about how companies like Constellation Energy (CEG) and Vistra (VST) are seen as key players and how renewables like nuclear and solar fit into the picture.
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