AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cycles.
Nuclear will anchor the baseload with $OKLO, $SMR, $BWXT & $CEG delivering nonstop clean power straight to AI campuses while upstream fuel supply from $CCJ, $UUUU & $LEU secures the inputs that make long-duration nuclear viable.
Transmission, turbines & cooling will close the loop with $VST, $GEV & $VRT expanding the grid and infrastructure that move the energy behind AI’s next decade.
Natural gas will keep the grid stable between renewable cycles with $VG & $NEXT expanding LNG capacity to guarantee uninterrupted power for AI loads.
Renewables like $FSLR, $BE & $NEE will drive marginal cost of compute lower by supplying cheap daytime energy that feeds grid-scale storage.
$SOFI Delivered
• Sales $858M vs Est. $804M
• EPS $0.08 vs Est. $0.06
• EBITDA $249M vs Est. $206M
• 846K new members joined -- up 34% YoY
FY25 Guidance
• Sales $3.4B vs Est. $3.3B
• EPS $0.31 vs Est. $0.28
• EBITDA $960M vs Est. $891M