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Dear subscriber,
Start with a single chatbot question.
Somewhere in the country, a server farm spins up and draws on the grid to answer it.
Now scale that to a daily audience in the hundreds of millions.
Big tech names are striking deals for whole power plants, all to keep AI systems online. Click To Get Stocks Name
Send me the energy stock's name
Enter your email and mobile number, and Good Morning Alerts texts you the ticker and the full story.
That covers one American energy company that's already feeding that demand.
Next, the load itself.
In 2023, data centers accounted for 4.4% of electricity use in the U.S., according to Lawrence Berkeley National Laboratory's 2024 report.
That Lawrence Berkeley National Laboratory report projects up to 12% for 2028.
That's close to a tripling in five years, and the grid wasn't built for it.
Get the ticker on my phone
One company sits right where that electricity has to come from.
Most investors remain fixed on a few familiar tech names.
No public page lists the name; it is sent to your phone.
I want this company's full story
The underlying research is Good Morning Alerts'. We are circulating it to our readers.
— The GCA Research Desk
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