Uncovering the Next Big Opportunity: Powering AI with Energy Giants

In this Market Mondays clip, hosts Troy Millings, Rashad Bilal, and Ian Dunlap dive into the true driving force behind the AI revolution: ENERGY. While everyone is buzzing about artificial intelligence and GPUs, they break down why none of that matters without sufficient power to keep massive data centers running. Rashad Bilal starts the conversation by highlighting the often-overlooked opportunity in energy, emphasizing that the future of AI hinges on reliable power infrastructure. Troy Millings spotlights GE Vernova as a company uniquely positioned to benefit, especially through its dominance in global gas turbine market share and strategic partnerships with giants like Amazon AWS, Duke Energy, and Saudi Advanced Turbines. He details why gas turbines are the immediate solution as nuclear and solar options struggle to scale up fast enough. Ian Dunlap reminds viewers not all energy companies are created equal, steering investors away from risky startups. Together, the hosts outline the “Big Four” energy players to watch: NextEra Energy, Duke Energy, Constellation Energy, and GE Vernova—with a special mention for Oklo in the nuclear energy space. This clip reveals how the partnership between American and international energy companies—especially in places like Saudi Arabia—signals a major infrastructure build-out in AI around the world. Whether you’re an investor or curious about where AI is headed, this discussion explores why winners in energy will play a foundational role in tech’s next wave. *Key Topics Covered:* Why AI’s growth hinges on power production, not just technology GE Vernova’s leadership and market share in gas turbines Impactful partnerships in both the US and internationally Which energy companies are set to win in the AI era Tips on energy ETF investing for those seeking diversification Don’t miss out on the insights that could reshape your understanding of AI’s future and the energy companies leading the charge! --- *Hashtags:* #MarketMondays #AI #EnergyStocks #Investing #GEVernova #DataCenters #TechInvesting #NextEraEnergy #DukeEnergy #ConstellationEnergy #Oklo #NaturalGas #StockMarket #Finance #Infrastructure #AIRevolution See omnystudio.com/listener for privacy information.