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ERIC SCHMIDT WARNS ON US POWER GAP US data centers face a 92 GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners. 5 names to watch: $VST, $EOSE, $NBIS, $IREN, $CIFR

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Shay Boloor

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214,551 次观看 • 9 个月前 •via X (Twitter)

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Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV
2:54

Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

Shay Boloor

837,046 次观看 • 8 个月前

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
0:47

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 次观看 • 6 个月前

Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didn’t have time to mention $CIFR but it’s in the same tier.
1:30

Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didn’t have time to mention $CIFR but it’s in the same tier.

Shay Boloor

304,255 次观看 • 8 个月前

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.
0:45

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

57,828 次观看 • 5 个月前

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @
13:00

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @

StockWhale

127,833 次观看 • 5 个月前

Our three favorite AI utility names: • $NBIS builds across the software + developer layer • $IREN builds down into power + compute • $CIFR rents out the physical layer through long-term leases
2:24

Our three favorite AI utility names: • $NBIS builds across the software + developer layer • $IREN builds down into power + compute • $CIFR rents out the physical layer through long-term leases

Shay Boloor

158,442 次观看 • 7 个月前

Ex-Google CEO Eric Schmidt tells UK PM Keir Starmer that building more AI data centers and investing in the energy infrastructure to power them will paradoxically solve energy issues much quicker
1:06

Ex-Google CEO Eric Schmidt tells UK PM Keir Starmer that building more AI data centers and investing in the energy infrastructure to power them will paradoxically solve energy issues much quicker

Tsarathustra

61,250 次观看 • 1 年前

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?
6:50

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,012 次观看 • 7 个月前

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.
0:58

$IREN owns and develops large-scale, power-dense data center campuses in energy-rich regions for AI cloud, GPU clusters and build-to-suit data centers. Today’s 800MW Australia announcement reinforces the thesis that IREN can turn massive power capacity into AI infrastructure revenue faster than the market expected.

Shay Boloor

164,255 次观看 • 1 个月前

Eric Schmidt: “The AI revolution is UNDER-HYPED. By the next decade, we'll have superhuman intelligence… AI demands energy on a scale never seen before. One advanced AI data center requires 10 GW of energy today, and 80 GW by 2030. An average nuclear plant produces just 1 GW.”
2:35

Eric Schmidt: “The AI revolution is UNDER-HYPED. By the next decade, we'll have superhuman intelligence… AI demands energy on a scale never seen before. One advanced AI data center requires 10 GW of energy today, and 80 GW by 2030. An average nuclear plant produces just 1 GW.”

Dr. Eli David

15,603 次观看 • 9 个月前

We need data centers in space Former Google CEO Eric Schmidt: “We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem”
0:22

We need data centers in space Former Google CEO Eric Schmidt: “We’re running out of electricity. I testified in congress we need 92 gigawatts more power, the average nuclear power plant is 1.5 gigawatts, you see the problem”

Tesla Owners Silicon Valley

15,775,517 次观看 • 4 个月前

Awesome to rejoin Charles V Payne on Making Money on FOX Business today to chat about $NBIS $IREN $CIFR and $OPEN
5:08

Awesome to rejoin Charles V Payne on Making Money on FOX Business today to chat about $NBIS $IREN $CIFR and $OPEN

Eric Jackson

83,249 次观看 • 10 个月前

WATCH: Congress Told AI Will Soon Demand 99% of US Power Supply. Watch Google Founder, Eric Schmidt, Declare The AI Power Apocalypse Is Here. Why are we surrendering control of human civilization to AI?
15:55

WATCH: Congress Told AI Will Soon Demand 99% of US Power Supply. Watch Google Founder, Eric Schmidt, Declare The AI Power Apocalypse Is Here. Why are we surrendering control of human civilization to AI?

Alex Jones

198,513 次观看 • 1 年前

AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.
2:44

AI is exposing a simple truth: digital innovation is accelerating faster than the physical infrastructure required to support it. $IREN was founded to bridge that gap – deploying large scale, grid-connected data centers at unprecedented speed to power the high-energy demands of tomorrow’s compute.

IREN

292,328 次观看 • 8 个月前

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress
1:28

🇺🇸 FORMER GOOGLE CEO: DATA CENTERS ARE ABOUT TO EAT ALL THE ENERGY Eric Schmidt says we’re about to have a massive energy crisis — because future data centers are gonna need so much juice, they could suck up 99% of all electricity generation. He’s talking 10-gigawatt data centers (FYI: that’s like building 10 nuclear power plants just to keep your TikToks and ChatGPT chats running). Fusion energy sounds cool but won’t be ready in time, so Schmidt says we’ll need everything — gas, nukes, renewables — and fast. Problem is, fixing the energy grid takes forever (like, 18 years forever), and Schmidt basically says we need to smash the red tape or we’re toast. Source: Eric Schmidt speech in Congress

Mario Nawfal

331,291 次观看 • 1 年前

Unleashing nuclear energy is how we will power American artificial intelligence. Nuclear energy provides the constant energy needed to power data centers and release the full potential of American innovation.
0:56

Unleashing nuclear energy is how we will power American artificial intelligence. Nuclear energy provides the constant energy needed to power data centers and release the full potential of American innovation.

Secretary Chris Wright

458,565 次观看 • 6 个月前

KULR partners with EDOM Technology to deliver cutting-edge energy solutions like KULR Zero Vibe and KULR One to Taiwan—the epicenter of AI supply chains! From data centers to nuclear reactors, $KULR is shaping the future of AI infrastructure.
1:17

KULR partners with EDOM Technology to deliver cutting-edge energy solutions like KULR Zero Vibe and KULR One to Taiwan—the epicenter of AI supply chains! From data centers to nuclear reactors, $KULR is shaping the future of AI infrastructure.

KULR Technology

23,744 次观看 • 1 年前