kimo retweetledi

It's already starting:
Google is officially purchasing nuclear power.
Bloomberg is now reporting that NextEra Energy, $NEE, plans to restart a nuclear power plant in Iowa, primarily to supply Google data centers.
The 615-megawatt plant shut down in 2020, well before the AI boom, and is expected to start delivering power by 2029.
NextEra's stock is up sharply on the news because it foreshadows what's coming next for AI.
The world simply does NOT have enough power to continue scaling AI growth at its current pace.
Nuclear energy is the most promising solution to our global energy shortage.
Power will be the most valuable commodity in the world.
The Kobeissi Letter@KobeissiLetter
AI growth is exploding: The US now has 5,426 data centers, more than ALL other major countries COMBINED. And, there are $40 BILLION worth of US data centers under construction, up +400% since 2022. This will soon reshape the global economy. What's next? Let us explain.
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