US Utility Giants Discuss Soaring Power Bills, Grid Reforms In The Data-Center Era Readers were given an epic breakdown on Wednesday detailing the true scale of funding needed for the AI data-center boom, one that would require an estimated $5 trillion in investment, with Washington on the hook for at least $1 trillion of it. In a separate note, we highlighted an inconvenient truth for this cycle: the U.S. is short 44 nuclear power plants. Power is the obvious bottleneck that could derail the entire AI boom cycle. We now turn to Goldman analysts led by Carly Davenport for deeper… — Continue at ZeroHedge News : Read More
