On Utilities, Oracle & Data Centers In Space

Among the improbable accomplishments of artificial intelligence, it has turned sleepy Utilities stocks into hot commodities. Demand for electricity to power AI data centers is expected to soar. Jackie examines forecasts for electricity generation and what’s fueling them. … Also: Oracle has been spending with abandon on data center buildouts, feeding investors’ fears that such massive capex won’t pay off. All it took was the loss of a potential partner for a future project to send Oracle shares reeling. … And: Some visionaries see data centers in space solving a lot of problems, but do they have stars in their eyes?