Data center demand is more than Nvidia and AMD chips. Demand for electricity is disrupting the energy market. By 2030, U.S. data centers will require 10% of all the juice generated in the U.S.:
Not theoretical anymore, the data center buildout is creating massive demand for electricity. (Source: IEA)
Anecdotally, we’re hearing stories of warehouses full of GPUs sitting unused for lack of energy to power them. It’s a natural feature of the heavy capital investment in new machines. The grid has to catch up!
While Trump’s great reset rolls on in 2026, keep an eye on modular nuclear reactors and increased demand for uranium, natural gas and related resources.
~ Addison
P.S. The replay of yesterday’s Grey Swan Live! with Shad Marquitz is up on the site. Paid-up members can check it out here.
With gold over $4,600 and silver over $90, it’s clear that there’s a metals mania. Shad gets down and dirty answering critical questions on how to play a choppy market for gold, silver, the miners and royalty companies on the way up… the secret to riding out pullbacks… and critically, how to deal with sharks in choppy waters.
If you have requests for new guests you’d like to see join us for Grey Swan Live!, or have any questions for our guests, send them here.
