AI demand
2 statements across 2 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Jun 10, 2026 by Dan Dreyfus · across every show →
Everything said about AI demand, oldest first
Jun 10, 2026 bearish
Dreyfus: Standard electrification will trigger US power shortfalls without AI
“Now, if we simply just want to achieve our objectives to re-industrialize, re-shore, electrify, when I say electrify, that just means replacing your old gas boilers in these buildings with heat pumps, which every commercial building is doing. It means, you kno…”