Artificial intelligence may feel like it lives in the cloud, but the cloud runs on electricity. In this episode of Follow the Money, Jerry Robinson explores one of the most overlooked investment themes of the AI revolution: power. In Segment One, Jerry explains why exploding demand from AI data centers is creating new challenges for the electric grid and why electricity may become one of the defining bottlenecks of the next decade. Then, in Segment Two, he examines several investment themes that could benefit from this trend, including nuclear power, uranium, natural gas, electrical infrastructure, and data center cooling. Rather than chasing headlines, Jerry explains how disciplined investors can build a watchlist and identify opportunities as they emerge. Topics discussed include: • Why AI is becoming an energy story • The growing demand for electricity from AI data centers • Nuclear power vs. uranium: understanding the difference • Natural gas as a bridge fuel for AI growth • Grid modernization and infrastructure opportunities • Why investors should focus on trends instead of hype Visit FollowtheMoney.com for Jerry Robinson’s latest market insights, investing tools, trading education, and membership resources. Disclaimer: This podcast is for educational purposes only and should not be considered personalized financial advice. Investing and trading involve risk, including possible loss of principal. Always do your own research and consult a qualified financial professional before making financial decisions.

FTM 513: AI’s Power Problem

Follow the Money with Jerry Robinson

Five seconds to the open. You ready? Who wants to get this thing started right about now? Welcome to Follow the Money Weekly with your host, Jerry Robinson. Welcome. Not just some guru. Oh, really? Your host is an economist and a best-selling author. What an interesting news item. I'd better write that down. And just someone who likes to make money and help you to make money. Welcome to Follow the Money Weekly. And here he is, Jerry Robinson.

All right, friends. Welcome to this episode of the Follow the Money Podcast. My name is Jerry Robinson. I'm your host and guide. And today is episode number 513. We're going to be talking about a major investment theme that I believe is still being underestimated by many investors. You know, Wall Street has been obsessed with artificial intelligence. And for good reason. I mean, AI is literally changing everything.

It's changing software and business and research and automation. Even just the way that companies operate. But there's another side of the AI boom that is becoming impossible to ignore. That word is power. That's what we've, in fact, we titled today's episode, AI's Power Problem. AI may feel like something that lives in the cloud, but not the kind of cloud that is floating in the sky.

It's sitting in massive data centers packed with chips and servers and cooling systems, transformers and electrical equipment. And every bit of that needs electricity. So in today's first segment, we're going to look at that problem. Why AI is creating a major new demand shock for power, the grid, and data centers. And then in segment two, we'll shift from that problem to the opportunity.

FTM 513: AI’s Power Problem

Read the full transcript

The candid version is on a podcast,
not the earnings call.

FTM 513: AI’s Power Problem

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.