AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast?
Nick Sciple, Seth Jayson, and Tim Beyers:
- Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand.
- Cover the opportunities and complications from filling the void with existing and emerging nuclear technology.
- Playing a nuclear-themed game of Faker or Breaker.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR
Host: Tim Beyers
Guests: Nick Sciple, Seth Jayson
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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