According to a Department of Energy-backed study, U.S. data center power demand could nearly triple in the next three years. With the industry going through an artificial intelligence transformation, data centers could account for as much as 12% of total US electricity consumption. The Lawrence Berkeley National Laboratory report revealed that by 2028, data centers’ annual energy use could reach between 74 and 132 gigawatts. The report was produced in an attempt to understand how Big Tech’s data center demand will impact electrical grids, power bills, and the climate.
“This really signals to us where the frontier is in terms of growing energy demand in the U.S…”What this report is highlighting is what’s actually growing the fastest, and the leading edge of demand growth in the U.S. is the very new growth in artificial-intelligence data centers”.
– Avi Shultz, director of the DOE’s Industrial Efficiency and Decarbonization Office.
A McKinsey analysis reveals how the United States is expected to be the fastest-growing market for data centers, fueled by the continued increase in data, compute, connectivity from digitalization, cloud migration, as well as the scaling of new technologies, particularly AI.
A similar study by Bain & Company reveals that the global electricity demand has jumped an estimated 72% from 2019 to 2023 due to the surge in AI. The study further revealed that by 2027, demand could double 2023 levels and is expected to continue rising after 2027. The rate, however, is highly uncertain, depending on factors such as generative AI adoption, regulations, the data center supply chain’s ability to handle growth, and the commercialization of emerging energy technologies.
With the need for energy growing rapidly, the power ecosystem is grappling with many challenges at the same time. From reliable power sources, sustainability of power, and upstream infrastructure for power access, to power equipment within data centers, many issues must be addressed before it can have its power needs satisfied. According to a McKinsey study, the time to get new power connections for data center sites in major data center hubs such as Northern Virginia; Santa Clara, California; and Phoenix has been increasing. So much so that locations outside of the United States have placed moratoriums on many new data center builds primarily because they lack the power infrastructure to support them. As such, meeting these needs is highly important to fully realize the potential of artificial intelligence.
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds.
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Lumen Technologies, Inc. (NYSE:LUMN) is a technology and communications company that provides communications services to businesses and consumers. On December 19, Citi issued a Neutral rating on Lumen, citing how the company is working with two investment banks to explore strategic options for its fiber assets. This initiative aims to monetize these assets, reduce financial leverage, and extend the company’s cash runway. The company’s fiber assets are important for supporting AI workloads, providing high-speed, low-latency data transmission.
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.
And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.
What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.
In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.
And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…
This prediction might not be bold at all:
A few years from now, you’ll wish you’d owned this stock.
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