Author relays Nadella's Davos comment that energy costs will decide which countries win the AI race and notes rising data center electricity demand, but offers no specific investment view or asset.
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Energy costs for AI data centers are projected to rise to 10-12% of \*total\* US electricity by 2030. That’s a massive jump. MSFT CEO said it really comes down to which country can reduce the cost of energy production. But, as a scarce resource, what’s the outlook on this. Companies are investing \*\*billions\*\* to build these infrastructures. I have to imagine robust solutions are in the works … at least I hope.
https://www.cnbc.com/amp/2026/01/20/microsoft-nadella-ai-race-energy-tokens.html