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December 15, 2024
This is a very thought provoking report about the scale of the opportunity that lies ahead. For those of you too slothful to wade through it, here is an ironic AI summary of the report.Key Takeaways and Ticker SymbolsPower Infrastructure Challenges:Anticipates a 36 GW shortfall of U.S. power access for data centers between 2025-2028. Solutions...
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