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Data Center Energy Requirements are Estimated to be the Equivalent of 70 New Nuclear Reactors by 2028

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Manage episode 514700442 series 3287910
Content provided by Ferenc Toth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ferenc Toth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ferenc Toth discusses the potential AI bubble, citing Jerome Powell's belated acknowledgment of asset purchases and the overvaluation of tech stocks, with 55% of fund managers believing tech stocks are overvalued. He highlights the lack of energy to power the AI needs. It is estimated the U.S. will need 70 new nuclear reactors to meet the needs of data centers by 2028. Ferenc also notes the disparity between high and low-income consumer confidence, with the top 1/3 of earners feeling 25% more confident. He advises reducing market risk through annuities and index products, emphasizing the importance of long-term investment strategies and risk management.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 514700442 series 3287910
Content provided by Ferenc Toth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ferenc Toth or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Ferenc Toth discusses the potential AI bubble, citing Jerome Powell's belated acknowledgment of asset purchases and the overvaluation of tech stocks, with 55% of fund managers believing tech stocks are overvalued. He highlights the lack of energy to power the AI needs. It is estimated the U.S. will need 70 new nuclear reactors to meet the needs of data centers by 2028. Ferenc also notes the disparity between high and low-income consumer confidence, with the top 1/3 of earners feeling 25% more confident. He advises reducing market risk through annuities and index products, emphasizing the importance of long-term investment strategies and risk management.

  continue reading

100 episodes

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