Tag: #utilities
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 1 posts
AI Is Eating Electricity — The Power Demand Surge and the Utility Investment Theme
The power demand surge triggered by AI data centers is elevating utilities, power equipment, and transmission into a fresh investment theme. This piece lays out both the bull and bear cases, regulatory and interest rate
2026-06-18 · 24 min read #finance#ai#power-demand#utilities#data-center