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The Fuse Under the AI Boom Is Burning Fast |
Goldman Sachs says the next great fortune won't come from AI models… but from the megawatts that keep them alive. |
Dear Reader, |
Everyone's staring at the shiny part of the AI boom. |
Almost no one sees the fuse burning underneath it - the one Goldman Sachs just sounded the alarm on. |
That fuse determines who could walk away with generational money… |
And who gets crushed when the grid hits its limits. |
Most investors are busy guessing which AI model will win the race. |
But real fortunes are forming somewhere far more predictable - and far more urgent. |
Here is the truth people forget: |
AI isn't floating in the cloud. |
It is not magic. |
It is not weightless. |
It's physical. |
It's hungry. |
And it's burning through America's power supply faster than anyone expected. |
Data centers already consume nearly 6% of all U.S. electricity. |
Goldman Sachs now projects that number will surge to 11% by 2030. |
To put that in perspective: |
That's more electricity than Chicago, Dallas, Houston, Phoenix, and Philadelphia use in an entire year - combined. |
And that's just for AI and data centers. |
The grid was straining long before this surge. |
Now it's groaning under a load it was never built to handle. |
So where will the additional power come from? |
For utilities, this is a crisis. |
For prepared investors, it's exactly the kind of setup my rich dad loved. |
A structural shortage with no easy fix… |
And a tiny group of companies positioned to solve it. |
If the power doesn't show up, the AI boom doesn't just slow down - it stalls. Dead. |
Servers shut off. |
Revenue vanishes. |
Innovation freezes. |
But if the power does show up? |
The companies building it won't just "win." |
They'll control the backbone of the digital economy for the next decade… |
And potentially much longer. |
Which brings me to a company I've been watching very closely… |
A company providing the one thing every AI model, every GPU cluster, every data vault must have: |
Electricity. |
Before I name them, look at the scale of what's coming. |
By 2030, the U.S. will need 450 gigawatts of new power just to stay online. |
That's the energy equivalent of: |
450 nuclear reactors… |
Two trillion pounds of coal… |
Or enough electricity to power every home in America - twice. |
Meanwhile, the data-center market is exploding: |
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In short, AI needs megawatts. |
Data centers need stability. |
The grid needs reinforcements. |
And the companies producing those megawatts will not be optional. |
They will be essential. |
That is the fuse most people are ignoring. |
And that is exactly where PowerBank comes in. |
PowerBank Corporation (NASDAQ: SUUN | Cboe CA: SUNN) is helping build the assets all AI must run on. |
For more than a decade, they've been developing, owning, and operating real, cash-producing energy projects across North America… |
Solar farms, battery storage, micro-grids, and utility-scale systems designed for 24/7 load. |
Their footprint is already substantial: |
100+ megawatts completed 1+ gigawatt pipeline under development Executed alongside Honeywell, Qcells, and CIM Group - institutions that do not write checks lightly
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And now they've declared their intent to expand directly into data-center power supply, storage, and development - plugging into the fastest-growing energy demand on the continent. |
The timing couldn't be any better. |
Take a look at the company's latest quarter: |
Revenues up to C$19.15 million Gross margin up to 44.61% Return to profitability: C$1.01 million net income Adjusted EBITDA more than doubled year-over-year New U.S. and Canadian projects advancing toward construction Milestone payments and grant funding secured across multiple regions
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This is a company executing into one of the biggest forced-demand cycles of the decade. |
While the world debates which AI model will lead the race, PowerBank Corporation (NASDAQ: SUUN | Cboe CA: SUNN) is building what every model depends on. |
AI models will evolve. |
Algorithms will change. |
Hardware will be replaced. |
But the need for electricity does not change. |
It accelerates. |
That is why PowerBank is on my shortlist… |
And why, if you're positioning for the next leg of the AI boom, they deserve a place on yours too. |
Review PowerBank's latest investor information here » |
To your financial freedom, |
Kiyosaki Research |
P.S. - Goldman Sachs says the U.S. will need 450 gigawatts of new electricity by 2030. PowerBank is building the megawatts that future requires - and they're already showing revenue growth, margin expansion, and a return to profitability.
If you want to see the company positioned for the next phase of AI's rise, start here. |
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There are several risks associated with the development of any solar or battery storage project. The development of any project is subject to required permits, the continued availability of third-party financing arrangements for the Company, the risks associated with the construction of a solar or battery energy storage project and the degradation of battery storage capacity over time based on the number of discharge cycles. In addition, governments may revise, reduce or eliminate incentives and policy support schemes for battery energy storage, which could result in future projects no longer being economic. Please refer to "Forward-Looking Statements" for additional discussion of the assumptions and risk factors associated with the projects and statements made in this report. |
This report contains forward-looking statements and forward-looking information within the meaning of Canadian securities legislation (collectively, "forward-looking statements") that relate to the Company's current expectations and views of future events. Any statements that express, or involve discussions as to, expectations, beliefs, plans, objectives, assumptions or future events or performance (often, but not always, through the use of words or phrases such as "will likely result", "are expected to", "expects", "will continue", "is anticipated", "anticipates", "believes", "estimated", "intends", "plans", "forecast", "projection", "strategy", "objective" and "outlook") are not historical facts and may be forward-looking statements and may involve estimates, assumptions and uncertainties which could cause actual results or outcomes to differ materially from those expressed in such forward-looking statements. In particular and without limitation, this report contains forward-looking statements pertaining to the Company's expectations regarding its industry trends and overall market growth; expectations for power demand from AI and data centers; the provision of power to support AI and data centers; the terms of CIM transaction; the Company's growth strategies the expected energy production from the projects mentioned in this press release; the timeline for construction of the projects; the receipt of permits and financing to be able to construct the projects; the receipt of incentives for the projects; and the size of the Company's development pipeline. No assurance can be given that these expectations will prove to be correct and such forward-looking statements included in this report should not be unduly relied upon. These statements speak only as of the date of this report. |
Forward-looking statements are based on certain assumptions and analyses made by the Company in light of the experience and perception of historical trends, current conditions and expected future developments and other factors it believes are appropriate, and are subject to risks and uncertainties. In making the forward looking statements included in this report, the Company has made various material assumptions, including but not limited to: obtaining the necessary regulatory approvals; that regulatory requirements will be maintained; general business and economic conditions; the Company's ability to successfully execute its plans and intentions; the availability of financing on reasonable terms; the Company's ability to attract and retain skilled staff; market competition; the products and services offered by the Company's competitors; that the Company's current good relationships with its service providers and other third parties will be maintained; and government subsidies and funding for renewable energy will continue as currently contemplated. Although the Company believes that the assumptions underlying these statements are reasonable, they may prove to be incorrect, and the Company cannot assure that actual results will be consistent with these forward-looking statements. Given these risks, uncertainties and assumptions, investors should not place undue reliance on these forward-looking statements. |
Whether actual results, performance or achievements will conform to the Company's expectations and predictions is subject to a number of known and unknown risks, uncertainties, assumptions and other factors, including those listed under "Forward-Looking Statements" and "Risk Factors" in the Company's most recently completed Annual Information Form, and other public filings of the Company, which include: the Company may be adversely affected by volatile solar power market and industry conditions; the execution of the Company's growth strategy depends upon the continued availability of third-party financing arrangements; the Company and Evlo may not be able to negotiate an extension of payments that are due to Evlo; the Company's future success depends partly on its ability to expand the pipeline of its energy business in several key markets; governments may revise, reduce or eliminate incentives and policy support schemes for solar and battery storage power; general global economic conditions may have an adverse impact on our operating performance and results of operations; the Company's project development and construction activities may not be successful; developing and operating solar projects exposes the Company to various risks; the Company faces a number of risks involving Power Purchase Agreements ("PPAs") and project-level financing arrangements; any changes to the laws, regulations and policies that the Company is subject to may present technical, regulatory and economic barriers to the purchase and use of solar power; the markets in which the Company competes are highly competitive and evolving quickly; an anti-circumvention investigation could adversely affect the Company by potentially raising the prices of key supplies for the construction of solar power projects; foreign exchange rate fluctuations; a change in the Company's effective tax rate can have a significant adverse impact on its business; seasonal variations in demand linked to construction cycles and weather conditions may influence the Company's results of operations; the Company may be unable to generate sufficient cash flows or have access to external financing; the Company may incur substantial additional indebtedness in the future; the Company is subject to risks from supply chain issues; risks related to inflation and tariffs; unexpected warranty expenses that may not be adequately covered by the Company's insurance policies; if the Company is unable to attract and retain key personnel, it may not be able to compete effectively in the renewable energy market; there are a limited number of purchasers of utility-scale quantities of electricity; compliance with environmental laws and regulations can be expensive; corporate responsibility may adversely impose additional costs; the future impact of any global pandemic on the Company is unknown at this time; the Company has limited insurance coverage; the Company will be reliant on information technology systems and may be subject to damaging cyberattacks; the Company may become subject to litigation; there is no guarantee on how the Company will use its available funds; the Company will continue to sell securities for cash to fund operations, capital expansion, mergers and acquisitions that will dilute the current shareholders; and future dilution as a result of financings. |
The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as may be required by law. New factors emerge from time to time, and it is not possible for the Company to predict all of them, or assess the impact of each such factor or the extent to which any factor, or combination of factors, may cause results to differ materially from those contained in any forward-looking statement. Any forward-looking statements contained in this report are expressly qualified in their entirety by this cautionary statement. |
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