Ep 22 | Richard Bernstein | Are Investors Ignoring a More Powerful Secular Growth Theme than AI? | ROI Podcast
First Trust ROI Podcast
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Powering the Future: Grid Modernization and Investment
This chapter explores the surging energy demands from technologies like AI and electric vehicles, and the limitations of the current electrical grid, particularly in California. It argues for significant investments in modernizing utility infrastructure as a more sustainable growth opportunity compared to electric vehicle companies, while also estimating $14 trillion in global capital requirements for grid upgrades over the next three decades.
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