Microsoft Corp. plans to invest $80 billion in AI infrastructure within 18 months, highlighting the strain on financial and electrical resources already being experienced in the U.S. energy system. This significant sum exceeds Microsoft’s total revenue from the last quarter, raising concerns about the sustainability of such investments in light of growing energy demands and financial implications.
With an increasing reliance on AI and data centers, traditional utility companies like Constellation Energy and natural gas suppliers like EQT Corp. and Kinder Morgan stand to benefit. The demand for reliable power is evolving, and this shift suggests that investors should reconsider their holdings. It might be prudent to move funds from tech giants like Microsoft to energy-focused equities, which are expected to experience a surge.
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