We'll Need To Anticipate AI Using A Lot Of Resources In Tomorrow's World [Forbes]
Constellation Energy Corporation (CEG)
Company Research
Source: Forbes
Northern Virginia is the largest data center market in the world, according to a report this year cited in published accounts, but is facing headwinds from availability of land and electric power. (Photo by Nathan Howard/Getty Images) Getty Images On Friday the 13th, Bloomberg published a piece by Lynn Doan entitled ‘AI Wants More Data, More Chips, More Real Estate, More Power, More Water, More Everything.' It's an eye-catching screed that brings you into the conversation about how we're going to sustain large language models with data centers in the years to come. Doan's piece also asks a number of questions that I've heard people asking over the last weeks and months. Here are some of the highlights that I think are most relevant to what we're dealing with right now in the artificial intelligence world. New Energy Solutions: We're Serious, All of a Sudden Doan points out that a lot of the brand-new initiatives to invest in new kinds of power for data centers were languishi
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News
- How the AI boom is reviving Three Mile Island [Financial Times (FT.com) (UK)]Financial Times
- Be a Nuclear Family! D.C. Households May Choose Clean Nuclear Energy with America’s First-Ever Nuclear-Powered Consumer Energy Plan from ConstellationBusiness Wire
- Constellation Announces Changes to Board of DirectorsBusiness Wire
- Lightning Round: AMD is cheap and should be bought here, says Jim Cramer [CNBC]CNBC
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CEG
Earnings
- 11/4/24 - Beat
CEG
Sec Filings
- 12/20/24 - Form 3
- 12/20/24 - Form 3
- 12/18/24 - Form 11-K/A
- CEG's page on the SEC website