In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.

Recorded: 12 August 2025

What You’ll Learn in This Episode:

• Why AI is driving a global energy crunch — and what policymakers and investors are missing.
• The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.
• Why Fluor Corporation (NYSE: FLR) is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.
• Candice’s bullish pair trade: Vertiv Holdings (NYSE: VRT) + Equinix (NASDAQ: EQIX) – how to combine “picks & shovels” hardware with prime AI-data-centre real estate.
• The Energy Infrastructure Opportunity Map – from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.

Key Themes & Insights:

• Global electricity demand jumped 4% in 2024, outpacing total energy demand growth.
• Renewables are growing fast – but fossil fuels still supply 60% of new demand as AI, EVs, and electrification drive consumption higher.
• Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.
• How to position your portfolio for double-digit potential upside from the AI-energy convergence.

Whether you’re looking for steady compounders or cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.

Perfect for: Investors, traders, and anyone curious about the intersection of AI, energy, and infrastructure – and how to profit from it.

Follow Talk Money To Me on Instagram, or send Candice and Felicity an email with all your thoughts here. 

Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more here. 

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