The Next AI Investment Story: Power

2024-09-16

One query on ChatGPT takes 10x the amount of electricity as a Google search.(00:21) Ricky Mulvey and Asit Sharma discuss:- How big tech is dealing with the electricity demands of AI systems.- Companies that could benefit from more energy usage.- If Under Armour can turn around.Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.Companies discussed: NVDA, MSFT, DUK, ...

One query on ChatGPT takes 10x the amount of electricity as a Google search.

(00:21) Ricky Mulvey and Asit Sharma discuss:

- How big tech is dealing with the electricity demands of AI systems.

- Companies that could benefit from more energy usage.

- If Under Armour can turn around.

Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.

Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV

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Host: Ricky Mulvey

Guests: Asit Sharma, Brendan Hughes

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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