SkepSkep
All episodes
Odd Lots — The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up
Buzzing ratingBUZZING· 74%46m·2026-02-02·Money

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Odd Lots

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time analyst says that — from a…

Listen now
Buzzmeter · cross-platform
Buzzing rating
74%
BUZZING

Active swarm energy. Strong reception, real community buzz.

Hive Vote · Skep listeners
New on SkepAwaiting the hive's first votes

Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.

Rate this episode

Add your vote to the Hive — listeners rate every episode after they finish.

Rate this episode
Recent reviews
  • No reviews yet — be the first.

One great episode in your inbox, daily — free.

One email a day, unsubscribe anytime. No spam, ever.