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There's a brewing problem nobody wants to talk about. The artificial intelligence wave sweeping across America? It might crash hard if the country doesn't get its energy game together.
That's the blunt warning from a prominent investor who's been watching this space closely. Here's the thing—the U.S. basically created this AI monster, but now it's scrambling to build the power plants and infrastructure needed to actually run it. Ironic, right?
AI-driven productivity gains have been fueling market rallies and business optimism. Companies are betting billions on machine learning systems, cloud computing, and algorithmic processing. But there's a dirty little secret: all that computing power needs juice. Massive amounts of it.
Without serious investment in energy infrastructure—whether that's upgrading the grid, building nuclear facilities, or expanding renewable capacity—the AI revolution could hit a hard ceiling. Data centers are already consuming more electricity than some countries. If power supply becomes the bottleneck, even the most advanced AI won't matter.