5 Surprising Truths About the AI Power Crisis: & Where the Smart Money Is Going
AI & the new architecture of power. From Sci-Fi to Balance Sheet: Nuclear and Geothermal Get Real: Small Modular Reactors (SMRs) and Enhanced Geothermal Systems (EGS). The investment implication is that the risk/return profile for these once-fringe technologies has been fundamentally altered. AI's non-negotiable demand for reliable, grid-independent power has transformed them from venture-style bets into core infrastructure necessities, creating a new, defensible asset class for long-term capital. The artificial intelligence boom is in full force, and for the last two years, investor attention has been laser-focused on the semiconductor arms race. But as the world’s largest technology companies race to build out their AI capabilities, a less-discussed, more fundamental crisis is emerging: the monumental power shortage required to fuel this revolution.