The AI buildout has a power problem, and most investors are still looking in the wrong place for the fix. Nuclear gets the headlines. Solar and batteries get the subsidies. But the fastest, cheapest new power source hitting the grid right now is one most portfolios don't own at all: geothermal.
That gap is exactly why it matters. Dylan Jovine, CEO of Behind the Markets, argues that every major tech cycle has been driven by an energy breakthrough, and this one is no different. He's laid out the full case in his dedicated geothermal energy report, and the short version is that data center demand is outpacing the grid, with the companies solving that bottleneck first positioned to capture outsized value before Wall Street catches up.