Artificial intelligence is not just "code"... but a beast that consumes electricity.

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In a news report confirming a radical transformation in internet infrastructure, Google ( ‎$GOOGL ) announces a massive "mutual benefit" marriage with energy giant NextEra ( ‎$NEE ).

The goal?
Build gigantic data centers with a capacity exceeding 3.5 gigawatts in America – a number sufficient to power millions of homes, but here designated solely for machine "thinking."
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Why is this deal historic?
Implicit acknowledgment: Google recognizes that the traditional power grid is no longer sufficient.

The solution?
Build its own power plants in collaboration with major players.
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The new arms race:
The battle has shifted from "chips" (Chips) to "utility" (Utility).
There's no point in owning the fastest servers in the world if you lack the power to run them.
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Role reversal:
NextEra will use Google's AI to manage the grid, and Google will use NextEra's electricity to manage AI.
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Investor takeaway:
Utilities (Utilities) are no longer boring stocks.
They are now the "lifeline" of artificial intelligence. Look at companies like ‎$NEE , ‎$VST , and ‎$CEG with a different perspective; they sell the only commodity that AI cannot operate without.

Is your wallet ready for this shift in the "power balance"?

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