The AI Boom is Seeking New Winners: Electricity, Fuel, and the Attack on NVIDIA!

For two years, the bet on artificial intelligence was simple: NVIDIA for the chips, Amazon, Alphabet, and Microsoft for the cloud. However, by 2026, in the second year of President Donald Trump's term, nearly all well-known names are trading at record highs – and investors are wondering where the next returns will come from. The answer lies one floor down, in what is actually driving the boom. The bottleneck is electricity. A single ChatGPT request consumes about ten times as much energy as a Google search, and by 2030, approximately 5.2 trillion...