A quiet wave is poised to capture the stock market’s attention, having already done so for government officials and select traders who are well-informed about developments before they become headline news. This new wave is centered on the next phase of the technology sector, one that involves creating an entirely new infrastructure out of pure necessity.
As the United States prioritizes its onshoring of artificial intelligence capabilities, primarily for commercial and national security reasons, one undeniable truth will face everyone in the space. The reality is that today’s energy infrastructure cannot handle the electricity demand from all the new data centers being built to support tomorrow’s cloud computing and artificial intelligence model training.
