Dear Reader, The energy demand for AI is skyrocketing in both public and private sectors, with the DoD's requirements making failure not an option. The AI "Kill Switch" from energy-hungry data centers must not flip. The continuous flow of electricity (Electron Rush) to power these centers is more crucial to America's economy than the Petrodollar. If disrupted, America risks losing its dominance to nations like China—a catastrophic mistake. Washington is proactive. They've implemented a 10-year ban on American tech companies operating in China and laws prohibiting sharing chip designs with Chinese firms. The U.S. is gearing up, with hundreds more data centers in preparation and the DoD launching 600 new AI projects, requesting its largest budget ever. MIT has identified four ways AI is enhancing the power grid's speed and resilience. AI is expected to consume 25% of America's electricity by 2030—more than 1 trillion kilowatt hours—alongside EV demands, pushing the system to its limits. To position yourself amid this chaos and seize opportunities, follow these steps: Invest in the Next Wave of Energy While oil prices will rise, nuclear energy is the key to AI's sustainability. Major investments from well-known AI Architects, Microsoft, Dow Chemicals, and Constellation Energy highlight this trend. On Tuesday, July 9th, Marin and his team will publish a brand new free presentation… Collect a Lifetime of Income From Energy: Certain companies own the pipelines essential for oil and gas transport, ensuring consistent returns regardless of oil prices. These firms offer substantial dividends and have investments in renewable energy. Profit From the Landlords of AI: Companies managing data center spaces, critical to AI, are becoming tech dynasties. These firms will capitalize on correcting energy demand issues affecting millions and impose their rules on AI giants. And there’s one more report you don’t want to miss. Mark your calendar for Marin's presentation on Tuesday July 9th at 11am Eastern Time. Regards, Anthony Ford Publisher, Katusa Research |
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