10/26/2026
š āHouston, we have a problem.ā
And this time, the problem may be electricity.
Everyone is talking about AI, data centers, chips, and the billions being invested into the next wave of technology.
But hereās the part most people donāt think about:
AI needs a massive amount of power.
Data centers worldwide used about 415 billion kilowatt-hours of electricity in 2024āroughly comparable to the annual electricity consumption of France.
And that demand could more than double by 2030.
Hereās the catch:
You can build the data center.
You can buy the chips.
You can spend billions on AI infrastructure.
But if the grid canāt deliver enough electricity⦠then what?
Power plants, transformers, transmission lines, and grid connections can take years to build.
So while everyone is focused on which AI company wins, Iām also watching something much more basic:
ā” Can we actually power all of this?
Because AI may be one of the biggest investment stories of the decadeābut without enough electricity, growth could eventually run into a very expensive wall.
š¬ What do you think becomes the bigger opportunity: AI companiesāor the energy and infrastructure needed to power them?
Share this with someone who thinks the AI boom is only about technology.
Disclaimer: This video is for informational purposes only and should not be construed as financial advice. Past performance is not indicative of future results. Please consult with a financial advisor before making investment decisions.