Monday, December 16, 2024

Could this "miracle material" save AI?

The AI boom has a big problem... Call it a roadblock to the entire AI revolution. I'm talking, of course, about AI's staggering thirst for energy.
 

Dear Reader,

The AI boom has a big problem...

Call it a roadblock to the entire AI revolution.

I'm talking, of course, about AI's staggering thirst for energy.

Specifically, a single AI request can use up to as much as 10 times the energy as a standard Google search. And it's only getting worse as AI gets integrated across the economy.

That's the bad news.

Now, for the good news...

See this penny?

It turns out there's a "miracle material" that could unlock a whole new wave of growth for the AI boom... by providing more than enough energy to feed surging demand.

In fact, this "miracle material" I want to tell you about is so energy-dense, that if you took an amount as small as a penny, you could use it to power your house for 10 days straight.

Imagine that kind of power efficiency on a national scale...

And now you're seeing how big this could get – this could be the ultimate key to AI's proliferation phase.

In other words, if we can get this "miracle material" in place, ready to fuel our power grid... AI could ultimately get cheap and efficient enough to roll out to all kinds of businesses.

Even small ones that you'd never think of as "AI companies."

This is what happened to the Internet in the early 2000s...

And I believe it could happen here again for AI.

Big Tech billionaires are already investing in this.

At least 50 hedge funds and some of Wall Street's biggest investment banks are gearing up to do the same.

Even politicians on both sides of the aisle are getting on board, with at least 48 bills circulating through Congress, to earmark billions for this "miracle material" technology.

In short: This could be the single most important investment opportunity of your lifetime.

And it may end up as the greatest investment recommendation of my 25-year career.

Regards,

Whitney Tilson
Senior Analyst, Stansberry Research

 

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