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Energy Is A Trillion-Dollar Problem for the AI Boom

Newswire.ca - Wed Jun 17, 12:00PM CDT

FN Media Group Presents Oilprice.com Market Commentary

NEW YORK, June 17, 2026 /CNW/ -- If you've been following in the AI boom, you probably are aware of the same names everyone else is. NVIDIA for the chips. Microsoft, Google and Amazon for the cloud. Maybe Meta for the consumer side. Maybe Palantir or one of the AI software names. Possibly TSMC for exposure to the manufacturing layer. And that awareness has worked well for many. NVIDIA alone has minted more wealth in two years than most companies create in a century. The hyperscalers have all hit fresh highs. AI software stocks that were speculative bets in 2022 now trade at premium multiples.  Companies mentioned in today's commentary includes:  Bitzero Holdings Inc. (AIBZ), Amazon.com, Inc. (NASDAQ: AMZN), Alphabet Inc. (NASDAQ: GOOGL), ASML Holding N.V. (NASDAQ: ASML), Arm Holdings plc (NASDAQ: ARM), Super Micro Computer, Inc. (NASDAQ: SMCI).

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