WSJ's Take On the Week
What to Know About AI and the Nuclear Power Trade
Feb 23, 2025
Chris Hansen, founder and portfolio manager of Valiant Capital Management, shares his expertise on the intersection of AI and the power industry. He discusses how AI’s growth is driving demand for electricity, particularly from power companies supporting data centers. Hansen also highlights investment opportunities within the energy sector, specifically focusing on nuclear power and its role in meeting the energy needs of tech giants. The conversation reveals how hedge funds are navigating the energy landscape amid increasing technological and regulatory challenges.
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Quick takeaways
- Persistent inflation, influenced by psychological factors and supply constraints, is underscored by the rising grocery prices, notably in the egg market.
- The surge in artificial intelligence demand is shifting hedge fund investments toward energy companies, highlighting their critical role in supporting data centers.
Deep dives
Understanding Inflation and Its Drivers
Inflation continues to be a pressing issue, with the latest data from the Personal Consumption Expenditures index shedding light on this economic challenge. Expectations remain in the market for potential interest rate cuts by the Federal Reserve, despite persistent inflation indicators. A notable example illustrating the current inflation climate is the egg market, characterized by a scarcity of supply amid high demand, contributing to rising grocery prices. This scenario points to the complexities of inflation, emphasizing that psychological factors play as much of a role as the raw data itself.
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