Uncovering the Next Big Opportunity: Powering AI with Energy Giants
Nov 28, 2025
The hosts dive into the crucial link between energy and AI growth, stressing that without reliable power, AI's potential is limited. They highlight gas turbines as the fastest scalable energy solution, while nuclear and solar options are still catching up. GE Vernova's dominance in the gas turbine market and its strategic partnerships are showcased as key to powering AI. The discussion also identifies top energy players to watch and warns against risky energy startups, emphasizing a stable investment approach in this transformative sector.
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insights INSIGHT
AI Needs Power More Than GPUs
AI's growth depends on power infrastructure, not just GPUs or models.
Without reliable energy, data centers and AI deployments cannot scale rapidly.
insights INSIGHT
GE Vernova's Gas Turbine Dominance
GE Vernova captured roughly 34% of the global gas turbine market in 2024 and has massive orders for 2025.
That market share positions GE Vernova to supply immediate power needs for expanding AI data centers.
volunteer_activism ADVICE
Favor Established Energy Players
Focus on companies with proven infrastructure and large market share rather than speculative energy startups.
Prefer established players like GE Vernova, NextEra, and Duke for near-term AI energy exposure.
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In this Market Mondays clip, hosts Troy Millings, Rashad Bilal, and Ian Dunlap dive into the true driving force behind the AI revolution: ENERGY. While everyone is buzzing about artificial intelligence and GPUs, they break down why none of that matters without sufficient power to keep massive data centers running. Rashad Bilal starts the conversation by highlighting the often-overlooked opportunity in energy, emphasizing that the future of AI hinges on reliable power infrastructure. Troy Millings spotlights GE Vernova as a company uniquely positioned to benefit, especially through its dominance in global gas turbine market share and strategic partnerships with giants like Amazon AWS, Duke Energy, and Saudi Advanced Turbines. He details why gas turbines are the immediate solution as nuclear and solar options struggle to scale up fast enough. Ian Dunlap reminds viewers not all energy companies are created equal, steering investors away from risky startups. Together, the hosts outline the “Big Four” energy players to watch: NextEra Energy, Duke Energy, Constellation Energy, and GE Vernova—with a special mention for Oklo in the nuclear energy space. This clip reveals how the partnership between American and international energy companies—especially in places like Saudi Arabia—signals a major infrastructure build-out in AI around the world. Whether you’re an investor or curious about where AI is headed, this discussion explores why winners in energy will play a foundational role in tech’s next wave. *Key Topics Covered:*
Why AI’s growth hinges on power production, not just technology
GE Vernova’s leadership and market share in gas turbines
Impactful partnerships in both the US and internationally
Which energy companies are set to win in the AI era
Tips on energy ETF investing for those seeking diversification
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