Is China’s Secret Power Advantage About To Trigger An 89% Crash In U.S. AI Stocks?
The current focus of the world’s governments, business and media when it comes to artificial intelligence (AI) is…
The Energy Transition Has a Speed Advantage That Cost Models Miss
Power technologies are usually compared by asking how much their electricity costs. That is no longer enough. Electricity…
Solar Has Crossed a Critical Economic Tipping Point
For years, the economic case for solar came with an awkward qualification. Yes, it had no fuel bill.…
The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
AI’s Electricity Demand Is Not the Real Problem. Its Inflexibility Is
The electricity demand created by artificial intelligence is usually presented as a simple supply problem. AI requires increasingly…
GE Vernova Raises Outlook As AI Power Boom Masks Wind Weakness
GE Vernova raised its full-year revenue forecast on Wednesday after another quarter of booming demand for gas turbines,…
The U.S. Needs 5000 Miles of New High-Voltage Lines Annually. It Only Built 392
There is an old Yiddish expression that translates literally as “stop beating the teapot” which we would freely…
China’s Energy Future Runs on Coal and Solar
China will continue spending heavily on both coal and alternative energy, such as wind and solar, over the…
The AI Revolution Needs Electricity More Than Intelligence
No generation in human history has experienced an infrastructure buildout of this speed and scale. Over the next…
AI’s next bottleneck is power: Chart of the Day
The AI trade started with chips. Now it’s running into the electric grid. US data center electricity demand…
Europe Has Entered The Nuclear Golden Age Amid AI Boom
Nuclear power is experiencing a massive revival across Europe, with the regulatory environment shifting decisively in its favor…
Forget Critical Metals, Electricity is The Real Bottleneck for AI
The U.S. dollar is cracking—and the market knows it. After years of monetary excess, swelling deficits, and policy…