Follow The Money Radio

PODCAST: AI’s Power Problem (Energy, Nuclear, and the Grid)

July 8, 2026

The next phase of the AI boom may not simply be about who builds the best chatbot or who sells the most chips. It may also be about who can power the data centers behind this new digital economy. In this episode, Jerry Robinson explores energy, nuclear, natural gas, grid infrastructure, and more. Plus, he shares seven investment themes and 22 stocks and ETFs that may be poised to profit from the AI power demand.

Show Notes

Segment 1: AI's Power Problem - Energy, Nuclear, and the Grid

SEGMENT BEGINS AT 02:15

Host Jerry Robinson explores AI’s power problem as the expansion of data centers powering artificial intelligence requires more energy and more reliable grid infrastructure. Topics include:

AI’s growing electricity demand
Data centers as the new factories
Power as the next AI bottleneck
Big Tech’s move into energy
Nuclear, natural gas, and grid infrastructure
Cooling systems and electrical equipment
Stay updated in real-time on Jerry’s AI and energy investing moves (Join Now)

Segment 2: AI Energy Stocks and ETFs With Upside Potential

SEGMENT BEGINS AT 14:15

In Segment 2, Jerry explores investment themes around AI power and shares several stocks and ETFs with upside potential in this space. Themes and investment ideas include:

Nuclear power generation theme + two stocks to watch
Uranium theme + two stocks and two ETFs with potential
Advanced nuclear theme + one highly speculative idea
Natural gas producer theme + four producer stocks
Natural gas pipeline theme + four stocks to watch
Natural gas LNG theme + one stock in this space
Grid/infrastructure theme + four stocks and two ETFs poised to profit

Segment 3: The Final Word w/ Jerry Robinson

SEGMENT BEGINS AT 31:20

Jerry closes out today’s show with a summary of key takeaways and a quote from science fiction writer Arthur C. Clarke.

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