AI data centers

“I don't think we really need any energy breakthroughs to serve these data centers, though. We just need a lot more transmission to get clean power to these data centers, and it's, I mean, it's an infrastructure challenge and there are a lot of ways that you ca…”

“Data centers are going to get real hairy. It is going to be a lot of load coming on very, very, very quickly, and the power sector has not dealt with that much load that quickly when you've got a gigawatt and a half, you know data center coming online, and tha…”

“It is the most effective non-precious material for transmitting electrons, and so every time we think about grid stabilization, electrification, or things like AI data centers, the copper backbone underpins all of it.”

“The structural logic at the end of the day is going to hold regardless of who's in office, because you can't electrify anything. You can't build AI data centers without copper, and much of the world's current refining and processing capacity sits outside the U…”