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Tim De Chant
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Aug 20, 2026
Will Hyperscalers Regret Relying On Natural Gas?
Natural gas prices could triple in some parts of the U.S., which could saddle hyperscalers with massive bills to power their AI data centers.
Mar 20, 2026
The Best AI Investments Might be In Energy Tech
Power has become one of the biggest bottlenecks in rolling out new AI data centers. That's creating an opening for investors.