Energy, Chips, Cloud: How the AI Boom is Creating New Winners on the Stock Market!

The AI Boom has emerged from the world of software and is now hitting power grids and the real economy with full force. According to JLL, modern AI data centers consume multiples of the electricity of traditional office buildings; the facilities currently under construction will together require as much energy as all of Italy.   According to calculations by Goldman Sachs, eight out of thirteen US regional systems are already operating at or below critical capacity limits. Morgan Stanley also warns that up to a quarter of the planned data...