How to Make Money in the Coming Nuclear Counterstrike! | | By George Gilder and Dr. Robert Castellano
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Hurry. Don't miss these two trades. | | | The data center energy crisis is not new. Already 20 years ago, as I recounted in "Life After Google," the search engine titan invested some $2 billion to create its first owned data center by the Dalles Dam on the Columbia River. The dam, with its 1.8 gigawatt power station, provided cheap subsidized power even then, less than a fifth as costly as electricity in San Francisco. That's how important power sources were to data centers back in 2005.
The acceleration of demand has not slackened. By 2030, data centers are projected to consume 593 TWh annually, representing 12.6% of total U.S. electricity demand, according to The Information Network. Table 1 shows how data centers will be responsible for most new power demand for the rest of this decade.
| Table 1: Projected U.S. Power Demand and Hyperscaler Share (2023–2030) | | Year | Total Power Demand (TWh) | Hyperscaler Demand (TWh) | % Hyperscaler Share | | 2023 | 4,000 | 196 | 4.9% | | 2025 | 4,200 | 350 | 8.3% | | 2030 | 4,700 | 593 | 12.6% | | Source: The Information Network | | | The Biggest Winner of the AI Boom Isn't Nvidia… Nvidia (NVDA) has soared more than 1,700% over the past 5 years. For investors who missed out on the profits, America's #1 Futurist says AI is converging with a 'miracle material' right now, and one company, leading the way, could see its shares post 10X gains… | | | Naturally, as we document in the Gilder Technology Report, there are countervailing forces at work. With data centers spending so much to power their machines—and to cool off the heat they shed—demand for lower power computation, and lower power cooling, are mounting. Expect each succeeding generation of devices to use less power to do more. (In Gilder's Private Reserve we recently profiled a company that may cool server racks with one-tenth the power used today).
The result: more, not less, demand for power. Throughout human history whenever there has been a breakthrough in efficiency, whenever we could do more work with the same amount of power, we simply demanded even more power. This is not even a paradox. When one factor of production becomes relatively less expensive—e.g. electricity vs human muscle—naturally we use more of the factor that is declining in price.
There is an upside to the data center energy crisis. Mounting demand is unlocking the political handcuffs that have bound nuclear power in the United States since the Three Mile Island crisis in 1979. Critical to this political shift is who needs the power.
Most of the rich and famous folk of greater Silicon Valley have long self-identified as liberal Democrats whose favorite color is green. That solidarity began to shatter on the rock of Donald Trump 2.0 with stupendous defections from such titans of U.S. innovation as Elon Musk and Marc Andreessen. Those minor disturbances in the herd will become a stampede as the Valley folk fixate on the desperate need for nukes as the most reliable, affordable, and, yes, politically viable source of power for their machines.
The Valley is not likely to go MAGA or even Republican. But on this one issue, Valley folk will lead the charge. As scientists, engineers, and innovators most were likely never seriously anti-nuke anyway. The data center energy crisis is giving them permission to say it out loud. | | Don't get shocked this month Tired of reacting to market changes when it's already too late?
Tired of reading about epic gains after the trend has clearly reached the moon?
With our dedication to ever-increasing accuracy, I want to show you something interesting today, because then you'll be more "trend aware".
See Next-Level Stock Picks to Kickstart 2025. | | | With the GOP mostly pro-nuke already, a whisper in the ear of a few Democrat congressmen from Bezos, Brin, Zuckerberg, Cook, and their kind, will be enough. Mention that we really can't do electric vehicles without nuclear power and the congressmen will all be all over the idea that nukes are green.
As the anti-nuke position was always driven more by fashion than fact, the walls will tumble quickly.
For investors, this means that nukes will increasingly share space and funds in your tech portfolio. Darn! One more thing you have to know about.
Be not afraid. In this month's Gilder Technology Report we initiate coverage on several of the most promising nuclear power players, and find one, at least, that you should own. No prize for guessing that our favorite is listed in the enigmatic Table 2 below as Company A.
| Table 2: Key Financial Metrics for Leading Nuclear Operators (2024) | | Metric | Company A | Company B | Company C | | Revenue ($B) | 20.5 | 24.3 | 18.2 | | Cash Flow Growth (%) | 261.3% | 142.7% | 98.4% | | Projected EPS Growth (2025) | 36.8% | 18.4% | 12.5% | | Source: The Information Network |
P.S. I will be holding a special subscribers-only teleconference on Jan. 15 at 2 p.m. EST entitled "The Evolution of Artificial Intelligence (AI)." The event is free, but you have to register here to be able to attend. Don't miss out!
Sincerely,
George Gilder, Richard Vigilante, Steve Waite, John Schroeter, and Richard Castellano
Editors, Gilder's Guideposts, Technology Report, Technology Report Pro, Moonshots, and Private Reserve | | About George Gilder:
 George Gilder is the most knowledgeable man in America when it comes to the future of technology and its impact on our lives. He’s an established investor, bestselling author, and economist with an uncanny ability to foresee how new breakthroughs will play out, years in advance. George and his team are the editors of Gilder Technology Report, Gilder Technology Report Pro, Moonshots and Private Reserve. | | | | | |
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