Episode Details
| Title | AI Exchanges: Where Will the Power Come From? |
|---|---|
| Date | 7/16/2025 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $UTILITIES - Unprecedented power demand from AI is driving growth in the utilities sector, with major power companies reporting exceptional demand levels.
- “To say that AI and the associate power demand has been a focus for our clients is a true understatement. And by the way, the CEOs and the boards of our biggest power companies, they will tell you both privately and publicly the power demand that they're seeing is unprecedented, and there's no playbook for this.” - Rebecca (2:14)
- 🟢 $POWERGRID - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $CARBONCAP - 🔒
- 🟢 $SMR - 🔒