Part 8/9:
In considering viable energy sources for the growing demand from AI, traditional sources are experiencing a resurgence in interest. Nuclear energy has gained a favorable reputation among investors as an effective solution to meet electricity demands, aiming to fulfill the paradox of zero carbon emissions. Similarly, natural gas may play a crucial role, providing flexibility to address capacity needs in power generation.
As we survey the ongoing developments in AI technology and its implications, it is clear that the intersection of AI and energy will remain a pivotal issue. Determining how energy and utility companies will adapt to this new landscape is crucial for investors and industry stakeholders alike.