hablamos

Many #hablamos de $NVDAB and me waiting for them to report their earnings on the 17th any moment now, supposedly exceeding 110% in profits. But nobody talks about the energy needed to keep the chips operational. $AMZNB has already signed multimillion-dollar contracts with an electric utility in the US to have enough power without relying on the state. Why? Because AI, folks, consumes a huge amount of electricity. Do you know which company is one of the fastest-growing suppliers of nuclear energy to Microsoft, Google, etc.? That company is called—or trades as—$CEG
I already told you: electric utilities are essential for AI, and Constellation Energy is the leading one.