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... 18:9
AI's massive power demand: How 3 companies plan to fuel the next generation of technology

Yahoo Finance

1+ months ago 2K views

AI data centers require substantial power, leading to increased interest from hyperscalers and data center developers in securing reliable energy sources. The demand has shifted towards cleaner energy, particularly nuclear, as companies pursue their climate goals. Power companies are experiencing a rationalized approach to energy procurement, focusing on targeted agreements rather than explorative inquiries. Discussions are also centered on regulatory clarity to facilitate nuclear and data center co-location, emphasizing the urgency of recalibrating energy policies to meet the rising demands of AI technologies and data management.
03:29 - 03:42

Expected deal timelines for nuclear energy projects require lengthy negotiations.

Constellation Energy AI hardware Environment & Sustainability
... 6:14
AI Needs More Power, Cerebras CEO Says

Bloomberg Technology

1+ months ago 1K views

Concerns about an electricity state of emergency arise due to underinvestment in infrastructure, particularly in power for data centers. Despite advancements in energy efficiency, high power demand persists, driving costs significantly. The company is meeting growing demand through innovative chip design, allowing for reduced energy use while supporting major clients. Strategic partnerships aid in tackling infrastructure challenges, but regulatory uncertainties may limit sales in various markets. The focus remains on technological innovation to mitigate costs and enhance service delivery as the industry gears up for expansion amidst these constraints.
02:09 - 02:16

High demand for low power inference models is experienced amid energy challenges.

Cerebras AI hardware Tech & Hardware
... 10:42
AI Stocks Are Crashing??? Billionaires Are Betting Big On These 3 Nuclear Energy Stocks For 2025

Millionaires Investment Secrets

1+ months ago 3K views

An arms race in AI is driving an exponential need for energy, particularly as AI technologies transform various industries. AI both consumes and optimizes energy, leading to a significant increase in U.S. energy demand, with projections indicating data centers alone could consume 8% of electricity by 2030. Companies are investing heavily in nuclear energy to sustainably support AI operations. Notably, Constellation Energy is a major player in clean energy solutions for AI needs, despite recent stock declines. This video discusses three nuclear energy stocks well-positioned for growth amidst rising AI-related energy demands.
08:01 - 10:34

New Scale Power leads in modular reactor technology, readying for AI-driven energy demands.

Big Data Analytics Finance
... 7:30
Big Tech's big bet on nuclear power

CBS Sunday Morning

1+ months ago 11K views

Microsoft is investing $1.6 billion to restart the Three Mile Island nuclear power plant to support its carbon-negative goals by 2030, amidst a resurgence of interest in nuclear energy from tech giants. This move responds to the substantial electricity demands of AI data centers, highlighting nuclear power's reliability compared to renewable sources. While Microsoft seeks to capitalize on existing infrastructure, Google and Amazon are also pursuing new nuclear technologies to support their energy needs. Despite the promising prospects, challenges remain regarding nuclear safety and the viability of small modular reactors for large-scale deployment.
03:50 - 03:58

Nuclear power, while producing waste, offers constant energy supply necessary for AI applications.

AI cloud services Environment & Sustainability
... 7:36
Energy's Bull Market Thesis, Case for TSLA A.I. Energy Play

Schwab Network

1+ months ago 3K views

Natural gas trades are experiencing significant volatility, triggering hedging orders as prices pull off extreme highs. Energy commodities show mixed action, with crude oil under pressure while natural gas remains a focal point for hedging efforts. The demand for energy hedging strategies is escalating as suppliers adapt to higher prices and fluctuations, driven by historic price levels and increasing demand for onsite energy solutions. Additionally, the conversation touches upon the impacts of tariffs on electricity prices, leading to consumer concerns and shifts in investment strategies across energy markets, notably in battery technology and clean energy solutions.
02:57 - 03:04

Utilities developing onsite energy assets drive up energy demand.

TSLA Big Data Analytics Finance
... 4:28
Tech companies are in the process of discovery for powering AI, says S&P Global's Daniel Yergin

CNBC Television

1+ months ago 3K views

The upcoming CeraWeek is experiencing significant expansion due to the intersection of technology and energy, with prominent companies like Microsoft and Amazon participating. Infrastructure issues are critical, and the focus on various energy types, including renewables and fusion, reflects the urgency of addressing energy challenges. The Inflation Reduction Act has a broad impact, aiming for inclusivity in solutions like carbon capture. The need for streamlined permitting processes is emphasized to support investments needed for the future of energy, particularly as data center demands increase dramatically in the U.S.
02:37 - 03:06

Federal funding freeze affects energy projects and adds to existing bureaucratic challenges.

S&P Global Finance
... 6:22
DeepSeek’s 500% Profit Margin—How Are They Doing It?

Prompt Engineering

1+ months ago 2K views

DSE's recent announcement reveals open sourcing of five repositories and impressive profit margins of 500%, contrary to expectations of loss. They demonstrated an advanced inference system for their models, V3 and R1, while cutting prices significantly during off-peak hours. This strategy positions their services favorably against competitors, who charge high fees. DSE is optimizing GPU usage for inference, resulting in substantial revenue generation despite the low charges for their models, raising questions about pricing strategies within the AI industry.
03:00 - 03:40

DSE optimizes GPU usage, processing vast amounts of tokens effectively.

Deepseek Natural Language Processing (NLP) Finance
... 16:18
How Google, Microsoft And Amazon Are Racing To Solve The AI Energy Crisis

CNBC

1+ months ago 123K views

Hydrogen is positioning itself as a crucial alternative energy source amid rising AI power demands. As energy consumption surges, data centers are increasingly relying on hydrogen and innovative methods like nuclear fusion and geothermal resources to meet their needs sustainably. Companies like ECL are pioneering hydrogen-powered data centers, while tech giants invest in diverse energy solutions, from small modular reactors to advanced geothermal projects, to achieve carbon-free operations. This shift reflects a critical response to the skyrocketing energy requirements driven by AI technologies, emphasizing the industry's urgency to develop affordable, clean energy sources.
03:52 - 04:00

Traditional energy sources like gas are still predominant amid renewable energy ambitions.

Google AI cloud services Environment & Sustainability
... 16:18
How Google, Microsoft And Amazon Are Racing To Solve The AI Energy Crisis

CNBC

1+ months ago 123K views

Hydrogen is positioning itself as a crucial alternative energy source amid rising AI power demands. As energy consumption surges, data centers are increasingly relying on hydrogen and innovative methods like nuclear fusion and geothermal resources to meet their needs sustainably. Companies like ECL are pioneering hydrogen-powered data centers, while tech giants invest in diverse energy solutions, from small modular reactors to advanced geothermal projects, to achieve carbon-free operations. This shift reflects a critical response to the skyrocketing energy requirements driven by AI technologies, emphasizing the industry's urgency to develop affordable, clean energy sources.
03:52 - 04:00

Traditional energy sources like gas are still predominant amid renewable energy ambitions.

Google AI cloud services Environment & Sustainability