The hyperscalers have a math problem. US power generation from data centers is projected to climb from about 5% of the total to roughly 15% over a five-year span, a step change…
Hyperscalers building out AI infrastructure have run into a hard constraint: electricity. Training clusters and inference farms need round-the-clock baseload power, and grids in Virginia, Texas, and the Pacific Northwest are already…
The Themes Uranium & Nuclear ETF (NYSEARCA:URAN) has handed investors a nearly 75% gain over the past year, riding a thesis that ties artificial intelligence power demand, government support for nuclear, and…
You’re only going to get hurt if you try to predict whiplashing oil prices and fragile ceasefires. Instead of doing that, you could buy into energy ETFs like the Invesco WilderHill Clean…
The U.S. Energy Information Administration projected in March 2026 that American power demand will climb to a new record in 2026 and keep rising through 2027, driven largely by AI data centers.…
