ENERGY

Sign Up to Get 1ETH

Texas Needs Equivalent Of 30 Nuclear Reactors By 2030 To Meet Data Center Power Demand | ZeroHedge

The AI infrastructure trade (aka the Power-Up America basket which we recommended one year ago before it soared into the stratosphere), had taken a back seat in recent weeks, with some marquee names such as a Vertiv, Contellation, Oklo and others, tumbling from record highs amid growing speculation that China's DeepSeek – and other cheap LLM alternatives – will lead to far lower capex demands than what is currently projected.

But while the occasional hiccup is to be expected, (more…)

Continue ReadingTexas Needs Equivalent Of 30 Nuclear Reactors By 2030 To Meet Data Center Power Demand | ZeroHedge