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Earnings results expected in 77 days
The Unknown Picks And Shovels Of A.I.
The A.I. boom has led to increased investment in products and services that fuel A.I., such as data centers and GPU makers like Nvidia. Energy producers have not been priced in as key suppliers of A.I., despite the significant increase in electricity demand from data centers. Data center development is location-specific, with areas like Northern Virginia experiencing rapid growth, presenting opportunities for energy producers in those regions.
Seekingalpha | 1 year ago
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