Your A.I. stock gains and high Electric Bill are best of friends.

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#GoreClips Everyone loves their stock market gains in A.I. & Semi-chips over the last few years. But those gains come with a cost. Your electric bill!

Data centers power A.I. Those data centers take a massive amount of energy and are a big reason for the 30%+ increase in your electric bill over the last 3 years. At the same time, the data center build-out is expanding and is necessary to stay ahead of China (#Deepseek) in this A.I race. #NuclearEnergy is where the industry wants to transition to but that build-out is 3+ years away. So where do we stand on this?

One thing is for sure. This current administration didn’t cause this explosion in electricity prices or domestic prices in general(food, car insurance, homeownership, etc.) but it doesn’t matter. The White House will need to figure something out and they have 6 to 7 months to find a solution. #nvidia #amd #broadcom #marvell #micron #Google #oracle #microsoft #amazon #Meta #Tranium #OpenAI #grok #claude #gemini #TPU #GPU #XPU #hbm #datacenters