Energy's Growing A.I. Ties: Mag 7 CapEx & Data Centers Accelerate Demand
Schwab Network
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Energy's Growing A.I. Ties: Mag 7 CapEx & Data Centers Accelerate Demand
1 002 просмотра · 8 месяцев назад
Schwab Network
336 тыс. подписчиков
1 002 просмотра · 8 месяцев назад
A.I. is shaping up to be a large part of Brian Kessens' energy outlook. His firm's research found that electricity loan growth is moving from 0.5% to 3.5% annually. Brian points to A.I. buildout from hyperscalers like Alphabet (GOOGL), Meta Platforms (META), and Microsoft (MSFT) as the main drivers to energy's climbing consumption. Going forward, he sees the U.S. needing to navigate energy consumption as it uses "more and more" every year.
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