Dear Reader,
This is Dylan Jovine with Behind the Markets.
Happy Tuesday.
Today is Tuesday, February 17th.
And I want you to grab a pen and mark your calendar.
Thursday the 19th. One o'clock.
We're hosting a live webinar on what I believe is the next major shift in the energy story — and this one is different.
Click here to sign up now.
You've heard me say for years now:
Every tech revolution is, at its core, an energy revolution.
Railroads ran on coal.
Cars ran on gasoline.
Oil didn't make Rockefeller rich because of lamps… it made him rich because machines needed fuel.
Now we're watching the same thing unfold with AI.
For the past year, the story has been simple:
Build data centers. Build more data centers. Build faster.
And they did.
The problem is that we're now seeing brand-new, beautiful, state-of-the-art data centers that literally can't turn on.
They can't plug into the grid.
The power isn't there.
A standard data center consumes about as much electricity as 100,000 homes. Some of the larger ones use far more.
Meta is building a massive facility in Louisiana that's projected to consume more electricity than the entire city of New Orleans.
Let that sink in.
Morgan Stanley recently warned that this AI buildout could come to a screeching halt if power doesn't catch up.
Elon Musk said it could happen by the end of this year.
AI Hyperscalers are so desperate to avoid an "AI Blackout"...
They're now piling into a tiny corner of the energy market.
That's why on Thursday, February 19, at 1pm Eastern, I'm going LIVE to reveal a firm I believe will take center stage as this crisis unfolds.
A secretive energy firm that's become a new "strategic partner" to NVIDIA, Google, Meta, Amazon, Microsoft and xAI….
It's backed by the U.S Government with $1.8 billion…
And just days from now, a new federal ruling could send shares in this firm soaring.
That's why 17 billionaires and 5 members of Congress have been loading up on shares.
This could be your last chance to get in while it's still flying under the radar.
Make sure you do by signing up for our webinar here.
Because they're right.
You can build the greatest data center in the world — but if you can't power it, it's just an empty shell.
Under normal circumstances, this would take 10 to 15 years to solve. Regulatory approvals. Grid upgrades. Budget fights.
But we don't have 15 years.
Because China doesn't have this bottleneck.
NVIDIA's CEO has openly said China could win the AI race for one reason: energy infrastructure.
They already have it.
This is no longer just a tech issue.
It's a national security issue.
At the same time, there's massive pushback from citizens. People don't want their electric bills doubled because Big Tech needs more power.
So what's the solution?
Bypass the grid.
The President has already issued executive orders — and another one is expected shortly — allowing companies to build their own dedicated power generation.
Private power plants.
On-site generation.
Direct energy sourcing.
Musk is doing it.
Google is doing it.
Others are lining up.
This is the pivot.
And it's creating what I believe is one of the most compelling investment setups we've seen in years.
Trillions in AI demand.
A hard energy bottleneck.
Policy accelerating private solutions.
That's what we're going to break down on Thursday at 1:00 PM.
Where the bottleneck is. Who benefits. And how we position ahead of the next phase.
This is the part of the story most investors haven't fully connected yet.
We were early to AI energy.
Now the story is evolving.
And I want you ahead of it.
I hope you'll join us Thursday.
Make sure you click here now to sign up.
I'll see you tomorrow.
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