Dear Reader,
News broke in London this week that Microsoft and BlackRock are planning a $100 billion fund ($30 billion equity, the rest debt) to invest in AI infrastructure – data centers and energy.
There are a few really interesting things here I want to talk to you about in today's video.
On the surface, this fund is really created to help the enormous energy needs that are going to be put on our current electricity grid.
The International Energy Agency estimates that global electricity consumption is going to hit 1,000 terawatt hours in two years – 2026. That's twice the amount of energy consumption used in 2022.
So, energy demand is growing massively because of AI.
This is a revolution. And it is real, and it is here to stay.
When you look back at history, you can tell all the revolutions that were real based on their use of energy…
The trains stitching across the world…
The pushout of cars across the world…
The internet…
All of these revolutions increased demand for energy dramatically.
All real industrial and information tech revolutions are underpinned by energy.
Without energy, you go nowhere. There is no revolution – it doesn't even leave the starting gate.
And AI is such an important revolution, companies aren't waiting around – they are rushing to build out their own energy infrastructure and funding projects to do this.
That's just how critical and how urgent the need is.
It also speaks to how scared they are of being left behind.
Companies like Microsoft and BlackRock, Cisco and OpenAI have all committed to invest in funds. They are terrified of becoming also-rans in the AI revolution.
You can see this "battlefield" – everyone placing bets all over the map trying to make sure they're not left behind in this revolution that will define the future…
Not just the future of business, but of geopolitics and power for the next 50, maybe 100 years.
This is an all-hands-on-deck BIG DEAL.
Goldman Sachs released a report saying NVIDIA was the first, obvious phase of AI. But that the second phase was going to be infrastructure – namely energy.
Like Goldman Sachs we also believe energy and infrastructure are going to be the next big wave of this AI revolution – if you look at history this is how they come about.
That's why we created our AI energy research report we've called, The Last Retirement Stock.
We dug deep into researching the size, scope and nature of the problem, all of the potential solutions, and then asked ourselves, what companies are best positioned to take advantage of this massive demand in energy?
We chose four for The Last Retirement Stock report – one is a nuclear power company. The most special stock, the one we're calling "the last retirement stock you may ever need to own," is a company that's actually like a "toll bridge" for energy.
People like Sam Altman, the CEO of OpenAI, have said that without this we'd be dead in the water, basically – it is critical to AI in general.
Basically, all AI energy runs across this company's infrastructure. It's even like collecting a "royalty" on every chip NVIDIA makes.
This is the best business to be in – it has an incredibly strong defensive moat to protect itself from competitor attacks.
That's one of the most important things you want to consider when looking at a business.
It helps to think of businesses like Medieval castles:
Which one has a strong enough defensive position – is on high enough ground – has a strong enough moat around it where invaders, other competitors' "arrows" can't even make it across.
The companies we put in The Last Retirement Stock report are screaming buys – I believe we're way ahead of Wall Street on this.
But now that the rest of Wall Street is starting to catch up, money is starting to flow into these stocks.
Don't be late to the biggest part of the AI revolution – NVIDIA's not going to make you rich in the next phase, but The Last Retirement Stock might.
Go here to get the ticker and get started today>>>
Take care.
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