The power struggle between electrical utilities and technology: The AI boom meets regulatory resistance, and the future of electric power no longer rests easy.
Bullish sentiment in electric power stocks is based on agreements signed between technology companies and power plants to directly connect datacenters to power plants. However, regulatory institutions are taking action.
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How much electricity does AI consume? Technology stocks have a small nuclear reactor in every pair of hands.
Although there are currently no specific numbers indicating the demand for AI in electrical utilities, the market's recognition of the power consumption of AI servers is highly logical, such as the most widely discussed restarting of nuclear power plants or increasing the construction of nuclear power plants.