Lazard’s George Bilicic said the market is “a long way” from solving power capacity needs for AI data centers, implying ongoing upward pressure on gas prices. The commentary suggests a near-term risk to energy costs as AI-driven electricity demand continues to rise.
Lazard’s George Bilicic said the market is “a long way” from solving power capacity needs for AI data centers, implying ongoing upward pressure on gas prices. The commentary suggests a near-term risk to energy costs as AI-driven electricity demand continues to rise.
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mildly negative
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