Which is true, A or B? (A) Data center demand to power AI applications is the most transformative force to hit energy markets in years, or (B) This is one of the most overhyped, inflated narratives ever. We hear a constant stream of announcements, promotions and proclamations from developers, tech giants, utilities and politicians, many predicting a revolutionary surge in electricity and gas demand that will change everything. At the same time, others warn of a speculative bubble destined to pop. As we discuss in today’s RBN blog, sorting out which side is closer to reality is one of the most important questions facing U.S. energy markets.
Join Backstage Pass to Read Full Article
