AI's Insatiable Thirst for Power Is Reviving Fossil-Fuel Plants
The explosive power demand from AI data centers is forcing the revival of polluting 'peaker' fossil-fuel plants, posing a significant risk to climate goals and investors.
The current AI boom is being built on an unsustainable energy foundation. This paradox creates a massive investment opportunity in reliable, clean-power alternatives like small modular reactors (SMRs), geothermal, and advanced battery storage. Going forward, an AI company's access to cheap, clean power will become a primary determinant of its long-term competitive advantage and valuation.
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