Artificial Intelligence (AI) Is Driving a New Wave of Infrastructure Spending. This Stock Is Key.

Most of the investment talk about artificial intelligence (AI) infrastructure is focused on semiconductor chips for high-end computer servers or the data centers that will house those servers. I think the bigger AI infrastructure need is more indirectly tied to computers.I'm talking about energy.AI is an absolute glutton for electrons. The Guardian reported in August last year that OpenAI's latest model GPT-5 potentially consumes in one day enough energy to power 1.5 million American homes for a day. And those power needs are growing. MIT Technology Review reports that by 2028, AI alone could consume as much electricity annually as 22% of all U.S. households.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool