How Google, Microsoft And Amazon Are Racing To Solve The AI Energy Crisis

Big Tech is in the midst of a spending spree on new, creative ways to make energy in the U.S., as AI drives data center power demand through the roof. Start-ups focusing on hydrogen, small nuclear reactors, fusion, and even geothermal are getting hundreds of millions from the likes of OpenAI’s Sam Altman, Microsoft, Google and Amazon. But China is outspending the U.S. in some areas, and the efficiency breakthroughs of DeepSeek have cast doubt on energy needs. CNBC went behind the scenes at two companies creating energy in unusual ways – and talked to the heads of four more – to see how they work, and ask if an AI power crisis could finally help realize the elusive dream of low-carbon, scalable, affordable energy. Chapters: 0:00 Introduction 2:42 Surging 24/7 needs 5:42 Hydrogen hopes 8:19 Nuclear resurgence 13:03 Geothermal and solar Produced and shot by: Katie Tarasov Edited by: Matthew Soto Additional Camera: Magdalena Petrova Additional Reporting: Jordan Novet Senior Director of Video: Jeniece Pettitt Animation: Mallory Brangan Editorial Support: Erin Black Additional Footage: ECL, Exowatt, Fervo Energy, Getty Images, Google, Helion, Last Energy, Oklo » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision About CNBC: From ‘Wall Street’ to ‘Main Street’ to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video an…

The bear case for Nvidia ahead of its Q4 earnings

Wall Street is gearing up for Nvidia’s (NVDA) fourth quarter earnings results to come out this Wednesday, February 26. However, not all expert investors are so bullish on the semiconductor manufacturer. The Bahnsen Group CIO David Bahnsen sits down with Catalysts hosts Seana Smith and Madison Mills along with Yahoo Finance executive editor Brian Sozzi to present why he is bearish on the chip giant, weighing in on Nvidia’s valuation and growth expectations. “If you compare its earnings multiple to some of the other AI companies, let alone other Mag Seven and, of course, other S&P names, it’s at an incredible premium. Now, I agree it’s earned it, I agree it’s deserved it and generated the order flow,” Bahnsen explains. “But one of the key things that was said… it’s just simply untrue that it’s a monopoly. Nobody in their right mind thinks Nvidia is a monopoly. There’s tons of competition, but all the earnings multiple estimates are based on them never having competition. Watch the video above to hear David Bahnsen’s full bearish case on Nvidia and some of the other sectors his firm is investing in. Catch what average investors on the streets of New York City have to say about Nvidia. To watch more expert insights and analysis on the latest market action, check out more Catalysts here. This post was written by Luke Carberry Mogan.