In partnership with Brownstone Research | | Editor's Note: Ignore the headlines about an "AI bubble." | According to Silicon Valley insider Jeff Brown — the man who called NVIDIA before it rocketed 28,000% — we're only at the foothills of the next big AI boom. | But this time, Jeff says the biggest winner won't be a chipmaker… | It'll be a company producing something he calls "AI Fuel." | Click here to see what it is — and get the ticker. | | While NVIDIA was the standout winner of AI's first boom… | (My readers know well, I called it before it skyrocketed 28,000%) | The next AI wealth explosion DOESN'T rely on chips… | It relies on something I call "AI Fuel". | See, most people have no idea how unique AI's energy needs are. | It not only needs a huge amount of power… | That power needs to be on 24/7. | That's why our current coal, gas, and even solar infrastructure just don't cut it. | HOWEVER… | The Department of Energy is fast-tracking development of a brand-new kind of power plant… | Forbes says it "may become the go-to energy source," | And the Bank of America calls it "one of the most consequential energy technologies for the next 25 years." | If we want to meet AI's huge energy demand… | This industry could see 33,000% growth in the coming months. | And, according to my research, one little-known company could be named as the key "AI fuel" supplier… | So we could see gains that rival the early days of NVIDIA. | Click here to discover the name and ticker of the company behind the "AI Fuel" |
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| | This week, PG&E tightened its 2026 profit forecast, citing stronger-than-expected electricity demand. The company is preparing roughly $70+ billion in grid upgrades over the coming years. | That isn't happening because households suddenly started using more microwaves. It's happening because data center loads are scaling faster than grid infrastructure was designed to handle. | In Europe, a 240-megawatt AI data center project was announced in France — one facility consuming as much power as a small city. In Texas, Google signed a 1-gigawatt solar agreement with TotalEnergies to secure long-term supply.
| These are not experimental builds. They are industrial commitments. And they all share one feature: 24/7 energy demand. | The Energy Profile Has Changed | Traditional power systems were built around variability — daytime peaks, nighttime lulls, seasonal shifts. AI inference doesn't sleep. | Hyperscale facilities now require continuous baseload supply, advanced cooling systems, and transmission capacity that in many U.S. regions is already booked years in advance. | The U.S. government has begun pushing for coordinated energy planning between AI firms and utilities, acknowledging that grid stress is becoming a policy issue — not just a corporate one. In parallel, proposals are emerging for nuclear-powered data campuses, specifically engineered around AI loads. | The market is adjusting to something subtle but important: AI isn't just software layered on top of the economy. It's physical infrastructure layered underneath it. | | | | And Gold Is Responding to the Same Signal | While utilities are revising upward, gold has been sending its own message. In early February, gold and silver experienced sharp swings — surging, then pulling back — reflecting heightened sensitivity to rate expectations and global capital flows. | David Einhorn publicly suggested that gold is increasingly being treated as an alternative reserve asset to U.S. Treasurys. In Asia, physical premiums remain firm in China, highlighting persistent demand. | This isn't 2020 panic buying. It's portfolio recalibration. | Because when infrastructure spending accelerates — especially in energy — it typically coincides with: • Higher capital intensity • Longer project cycles • Fiscal involvement • And rising systemic leverage | Gold tends to react not to excitement — but to scale. | Two Markets, One Underlying Force | On the surface, utility earnings upgrades and bullion volatility appear unrelated. Underneath, they share the same driver: The cost of powering the next industrial layer of the economy. | When energy demand structurally rises, three things usually follow: | Utilities expand balance sheets. Governments adjust regulatory frameworks. Investors reassess monetary stability.
| That last step is where gold quietly re-enters the conversation. | | A Calm Close | AI may remain a growth narrative in equities. But in the background, it is becoming an energy narrative in infrastructure — and a balance-sheet narrative in macro markets. | That doesn't mean the AI cycle is ending. It means it's maturing. | From code… to cables. From GPUs… to gigawatts. And when markets move from abstraction to electricity, capital tends to behave differently. |
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| | | How did you find today's briefing? | |
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| | Written by Deniss Slinkins
Global Financial Journal |
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