Elon Musk Noted Natural Gas Will Still Fuel Data Centers, Gene Munster Says 'Makes Sense' to Put 'New Money to Work in Power'
Gene Munster said the power sector is shaping up to be the next major AI investment opportunity, comparing it to Nvidia's 2023 breakout.
Big companies building AI computers need tons of electricity, so power companies might become a hot investment area like chip makers were. Watch whether companies start spending big money on power and energy stuff—it's a clue about where businesses think the AI future needs to go.
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