Michaela Ridzonova @mischellka: "Everyone is talking about AI..."

Slovakia

Everyone is talking about AI chips. But AI doesn’t run on hype — it runs on electricity. U.S. data center power demand is expected to grow roughly 4× by 2030. Every ChatGPT prompt, every advanced GPU, and every cloud workload from Microsoft, Amazon, or Alphabet needs one thing first: power. Someone has to generate it — companies like $NEE (NextEra Energy Inc) and $DUK (Duke Energy Corp) Someone has to move it through the grid — $ETR (Entergy Corp) and $PPL (PPL Corp) And someone has to keep the servers powered, cooled, and protected — $ETN (Eaton Corp PLC) and $VRT (Vertiv Holdings Co)