Asit Sharma is an insightful investment analyst at The Motley Fool, and Seth Jayson specializes in the rooftop solar industry. They delve into an ambitious $500 billion AI infrastructure project involving giants like Oracle and OpenAI. Asit discusses the implications of this strong investment, while Seth sheds light on the challenges facing the rooftop solar market, including rising costs and financial health of major players like Enphase and SolarEdge. Their conversation balances technology's future with the realities of renewable energy economics.