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MacroVoices #428 Adam Rozencwajg: AI Demand, Energy & Precious Metals

Macro Voices

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Innovating Technology Solutions for Energy Supply

Utilizing AI technology and innovation, there is a potential partnership in developing advanced nuclear reactors for energy supply. This collaboration could involve AI companies funding technological innovators to build cost-effective energy solutions. Additionally, there is a suggestion to leverage natural gas prices for building power stations to supply data centers. Despite the future impact of AI on oil and gas markets, current challenges in the energy sector need to be addressed. Notably, key figures in AI, such as Sam Altman and Bill Gates, are involved in advancing small modular reactor technologies to tackle energy problems and provide efficient, low-carbon electricity sources.

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