Melius Research Managing Director and Head of Energy and Power Research James West joins Julie Hyman to discuss the growing case for data centers in space following the SpaceX (SPCX) IPO and the company’s unveiling of its first orbital data center. #ai #datacenters #power #electricity #energy #utilities #stocks #investing #yahoofinance Timestamps 00:00 AI’s biggest constraint 00:23 Why power matters 01:03 The grid wasn’t built for this 01:40 The private power solution 02:45 Will electricity costs rise? 03:17 Natural gas versus renewables 04:18 Why behind-the-meter matters 05:11 Why utility stocks stalled 06:38 What’s holding power stocks back 07:20 The next catalyst…
Friday, June 12
