Silicon Valley Is Quietly Becoming an Energy Cartel

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Bankshot Strategy - Audio Briefs

Bankshot Strategy

17 episodes

1 day ago

Short, practical takes on strategy, AI, and digital growth — from Eric D. Noren, creator of the Periodic Table of Business Strategy™. Each episode is an audio edition of the Bankshot Strategy newsletter, exploring how business models, competitive advantage, and technology evolve in the AI era.

Management

Business

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Management

Business

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Silicon Valley Is Quietly Becoming an Energy Cartel

Bankshot Strategy - Audio Briefs

9 minutes 41 seconds

4 days ago

Silicon Valley Is Quietly Becoming an Energy Cartel

AI’s power hunger is forcing Big Tech to build its own energy supply — reshaping who controls the grid behind the future of intelligence.

Read the full article on Substack: https://bankshotstrategy.substack.com/p/silicon-valley-ai-energy-cartel

Learn more at www.ericdnoren.com.

Additional Links:

Goldman Sachs research: https://www.goldmansachs.com/insights/articles/ai-to-drive-165-increase-in-data-center-power-demand-by-2030?utm_source=chatgpt.com

IAEA Report: https://www.iea.org/reports/electricity-2024