Venture capitalists have placed increasingly bigger bets on AI startups, investing over half a trillion dollars into the sector over the last five years.
But these days, the smartest AI investment might be in energy, according to a report by Sightline Climate. Researchers found that up to 50% of data center projects that have been announced might be delayed. One of the biggest culprits is access t...
The article presents a compelling, if somewhat alarmist, narrative about a looming crisis in data center power supply, positioning energy investments as the “underrated tech” and potentially a hedge against an AI bust. The sheer scale of investment in AI – over half a trillion dollars – coupled with the projected exponential growth in data center energy demand (175% by 2030) immediately establishes a significant systemic risk. Sightline Climate’s findings, while relying on announced projects and...