Wall Street banks are in a frenzy over "The Next AI Trade," piling into the 'Powering up America' investment themes. These include power grid companies, commodities such as copper and uranium, as well as artificial intelligence chipmakers. However, the issue of water consumption has been relatively overlooked. JP Morgan recently released a research report titled "Deep Dive into Power,...
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JP Morgan recently released a research report titled "Deep Dive into Power,...
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