Melius Research Managing Director and Head of Energy and Power Research James West joins Julie Hyman to discuss the growing case for data centers in space following the SpaceX (SPCX) IPO and the company’s unveiling of its first orbital data center.
#ai #datacenters #power #electricity #energy #utilities #stocks #investing #yahoofinance
Timestamps
00:00 AI’s biggest constraint
00:23 Why power matters
01:03 The grid wasn’t built for this
01:40 The private power solution
02:45 Will electricity costs rise?
03:17 Natural gas versus renewables
04:18 Why behind-the-meter matters
05:11 Why utility stocks stalled
06:38 What’s holding power stocks back
07:20 The next catalyst
08:00 The data center backlash
09:00 Will AI create jobs?
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