Didn't want to do a whole argument here, but I think its obvious electrical power is going to be in high demand because of the shift to EV. What I think it less obvious, is the impact the limitations of silicon based CPU's that were are hitting against are going to have.
If AMD, Intel, Nvidia, Microsoft(xbox), Sony(Playstation) and cloud computing providers , want to continue to deliver performance improvement….they are going to have to deliver/use much more power hungry products. That is actually exactly what we are seeing with the newest intel chips and nvidia gpus (which is a total reversal of the trend of the last 15 years).
Anyways, see initial question in the title…thank!
Also please debunk if I am crazy to connect these dots lol.
EDIT: Not interested in pure renewable plays, as they omit like 90% of the electrical generation and transmission industry.
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