Folks, the AI revolution is here, and it's about to blow the roof off our energy grid. I'm not talking about some far-off science fiction scenario; I'm talking about a here-and-now crisis that's going to send shockwaves through the markets and reshape our world.
Just last week, the White House hosted an “AI Summit” with the biggest names in technology, including Nvidia, OpenAI, Google, Microsoft, and Amazon. While the mainstream media painted this as a feel-good story about American innovation, the reality is far more stark. These titans aren't gathering for a photo-op; they're sounding the alarm about a looming energy disaster.
As Ian Wyatt of Wyatt Investment Research pointed out, No politician is going to allow rolling blackouts in their state – in order to provide electricity to big tech AI data centers. Nvidia CEO Jensen Huang – the “the godfather of AI” – knows politicians will choose the voters before they side with big tech.
Wyatt is spot on! The energy demand to power these AI data centers is exploding. Jensen Huang explained that This industry is going to be producing intelligence, and what it takes is energy. So, we’ve got to make sure that everybody understands the needs coming, the opportunities of it, the challenges of it, and doing it in the most efficient and scalable way we can.
He's hinting at a new energy breakthrough that could power AI data centers across America: the Oppenheimer Project.
Read Wyatt’s full analysis of the AI energy crisis here.
And my friend, this is where the real opportunity lies. This massive shift creates a generational buying opportunity for those who recognize the emerging winners before the rest of the market catches on.
#1 Oracle (ORCL):
Oracle is betting big on AI, and they're building the infrastructure to support it. As Wyatt explains, Oracle is quickly becoming an AI leader. The company is currently building an 800-megawatt data center with ‘acres of NVIDIA GPU clusters able to train the world’s largest AI models.'
This new data center will require an incredible amount of energy – and that energy will likely be supplied through an Oppenheimer Project. Oracle could easily double in the next few years as the AI energy crisis unfolds.
#2 Nvidia (NVDA):
Nvidia is the undisputed king of AI chips, and its dominance is only going to grow. The AI boom has sent NVDA stock soaring over the past two years, but that’s just the beginning. As more companies invest in AI, the demand for Nvidia's chips will skyrocket.
But NVDA isn’t just about supplying AI chips for other companies. As Wyatt highlighted, they're collaborating with Oracle on a game-changing project: Nvidia (NASDAQ: NVDA) and Oracle announced yesterday they are building a… ‘New AI supercomputer, the largest in the cloud, to deliver up to 131,072 NVIDIA GPUs to enable customers to build, train and inference AI at scale.'
This groundbreaking partnership will likely make Nvidia a powerhouse in cloud computing – and make its stock even more valuable in the years to come.
Don't wait until the blackouts begin! The energy shortage is already here, and it's only going to get worse. Grab my free report today to see the full watchlist of companies poised to profit from this crisis – before Wall Street catches on.
And stay tuned! Tomorrow, we'll take a closer look at the “stealth bear market” that nobody’s talking about.
