“You’re Building a Google in 2 Years,” Why One Energy Analyst Warns The U.S.
Grid Is Not Ready For What’s Coming Quick Read – CEG revenue surged 64% YoY as VST locked 20-year nuclear deals with Meta and AWS totaling 3,800+ MW to meet surging AI demand. – Eliahu-Antiveros warns the grid can supply roughly 35 GW annually while AI data centers demand 50 GW, forcing labs to build their own generation. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eaton didn’t make the cut
Grab the names FREE today. On a recent episode of the podcast Catalyst with Shayle Kann titled “Inside the AI power wars,” energy analyst Jeremy Eliahou Ontiveros delivered a warning that reframes the AI infrastructure trade. The real drivers of the U.S. power crisis, in his view, are the AI labs themselves. “Power is the lifeblood of your business.
Power is revenue for Anthropic. If they don’t have power, their business doesn’t exist,” he said. His numbers frame the stakes.