something's gonna give..

[aja57]

https://abcnews.go.com/Technology/wireStory/electric-bills-rise-evidence-mounts-data-centers-share-124503792

[dan_s]

This is why I added SEI to the Sweet 16. The BIG AI Data Centers must have a lot of reliable electricity 24/7 365 days a year. The only near-term solution is for them to build and control their own natural gas fired power plants.

People bitch about gasoline prices, but they will go crazy if their electricity bills double because of AI Data Centers.

[aja57]

GyFWpF5WQAAO_XP.jpg (99.47 KiB) Viewed 13 times

[aja57]

There are only two times in history where the Oil/S&P500 ratio was lower. 1999 and 2020. #crude #oil #oott

[dan_s]

The oil/gold ratio is also at a historic low.