Christopher Miller: Protect Virginians from paying billions for data center infrastructure

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Christopher G. Miller has served as The Piedmont Environmental Council (PEC) president since 1996. He leads strategic planning for PEC, including its land conservation program, habitat restoration, rural economics, energy policy, land use policy, smart growth, and transportation policies.

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https://dailyprogress.com/opinion/column/article_1df95201-5272-54cc-a238-3db51d37f413.html

UBS Cuts Coterra Energy (CTRA) Price Target, Keeps Buy Rating

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year, and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000. Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:
– 175 Teslas
– 107 Amazons
– 140 Metas
– 84 Googles
– 65 Microsofts
– And 55 Nvidias

And here’s the wild part: this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy. It’s a leap so massive it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential. How could anything be worth that much? The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

This breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution. In fact, Verge argues this company’s super-cheap AI technology should concern rivals.

Before we reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.

Larry Ellison, through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.

Warren Buffett, not known for tech hype, says this breakthrough could have a “hugely beneficial social impact.”

When billionaires from Silicon Valley to Wall Street line up behind the same idea, you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere.

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible. And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans, this prediction might not be bold at all: A few years from now, you’ll wish you’d owned this stock.

The best part? You can discover everything about this company and its groundbreaking technology right now.

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### The Energy Crisis Behind AI’s Rapid Growth

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world — and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence — training smarter chatbots, automating industries, and building the digital future.

But there’s one urgent question few are asking: **Where will all of that energy come from?**

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt: “AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes.

Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies.

### The “Toll Booth” Operator of the AI Energy Boom

One little-known company — almost entirely overlooked by most AI investors — could be the ultimate backdoor play.

It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US.

This company owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.

It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.

It plays a pivotal role in U.S. LNG exportation — a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG. And our company sits in the toll booth — collecting fees on every drop exported.

But that’s not all.

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring.

This one company ties it all together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure. And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie — and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds — without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders, this company is completely debt-free.

In fact, it’s sitting on a war chest of cash — equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

### The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why?

Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

– The AI infrastructure supercycle
– The onshoring boom driven by Trump-era tariffs
– A surge in U.S. LNG exports
– And a unique footprint in nuclear energy — the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap, with this much upside.

This isn’t a hype stock. It’s not riding on hope. It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

### Disruption is the New Name of the Game

Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners — and AI is the winning ticket.

### The Talent Pool is Overflowing

The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money; it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

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– **One New Issue of Our Premium Readership Newsletter:** You will receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
– **One Free Upcoming Issue of our 70+ page Quarterly Newsletter:** A value of $149.
– **Bonus Content:** Premium access to members-only fund manager video interviews.
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3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

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No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

**Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now — and this stock is a steal!**
https://www.insidermonkey.com/blog/ubs-cuts-coterra-energy-ctra-price-target-keeps-buy-rating-1630209/

Multiply Group宣布擬透過股權置換收購2PointZero和Ghitha Holding

阿聯阿布達比–(BUSINESS WIRE)–(美國商業資訊)– 總部位於阿布達比、在全球投資和營運業務的投資控股公司 Multiply Group (ADX: MULTIPLY) 今日宣布,其董事會已核准一項提案,擬透過股權置換交易收購 2PointZero 和 Ghitha Holding。

根據擬議條款,Multiply Group 將以發行股票的方式收購 2PointZero 和 Ghitha Holding,隨後透過增發新股完成交易。目前該交易正處於審核階段,仍需獲得股東和主管機關的核准。

2PointZero 是一家變革型投資公司,在能源、礦業和金融服務領域擁有可規模化資產,同時兼具 AI 賦能與能源轉型加速能力,致力於推動更智慧、更永續的未來發展。

Ghitha Holding 是一家首屈一指的綜合企業集團,業務涵蓋農業、食品生產和經銷,在保障糧食安全方面扮演關鍵角色。

這兩家企業分別在能源與消費領域具備互補優勢,而這兩大領域是所有經濟體的核心支柱,既支撐日常生活運轉,也協助全球向更潔淨、更智慧的系統轉型。

此次交易可望透過在單一上市平台整合互補資產,提升 Multiply Group 整個投資組合的價值與競爭力。
http://www.businesswire.com/news/home/20251015061927/zh-HK/?feedref=JjAwJuNHiystnCoBq_hl-Rc4vIAVcHHkbDcwJimU8QtrtlakeQ9hNboBqTAWIjTge3KWq9s9jif-UkBjBsFRyYAbRTSLTc1mgvhPlnaBA55M-oupQnbXnhKsYk8RmHF_kAy2gZikaX3QWV6xOvgFlA==

Power transmission rates dip in October billing

MANILA, Philippines —

Electricity transmission rates are set to experience a slight decrease in the upcoming October electricity billing cycle, the National Grid Corp. of the Philippines (NGCP) announced.

During a media briefing held on Wednesday, Julian Ryan Datingaling, head of NGCP’s revenue management department, revealed that the overall transmission rates for the September 2025 billing period have dropped by 1.23 percent.

This reduction brings the transmission rate down to ₱1.3998 per kilowatt, providing some relief to consumers in their electricity expenses.

The NGCP continues to monitor and manage transmission costs to ensure efficient and reliable power delivery across the country.
https://business.inquirer.net/552699/power-transmission-rates-dip-in-october-billing

PacificSun seeks to build P4.9-B solar park at Paoay sand dunes

MANILA, Philippines — PacificSun Renewables Corp. plans to build a P4.9-billion solar power facility in Ilocos Norte with a capacity of 120.96 megawatts (MW).

Based on a document filed at the Department of Environment and Natural Resources (DENR), the proposed project will cover three barangays in Paoay, Ilocos Norte.

READ: Philippines emerges as hot spot

https://business.inquirer.net/552587/pacificsun-seeks-to-build-p4-9-b-solar-park-at-paoay-sand-dunes

DOE: Full RE foreign ownership added 20 GW to Philippine power supply

MANILA, Philippines – The Philippines’ decision to open the renewable energy (RE) sector to full foreign ownership has resulted in the installation of approximately 20 gigawatts (GW) of new power capacity, a government official revealed.

Department of Energy (DOE) Undersecretary Rowena Cristina Guevara highlighted the significant role played by the private sector in helping the country achieve this milestone.

https://business.inquirer.net/552415/doe-full-re-foreign-ownership-added-20-gw-to-ph-power-supply

Meralco rates up 23 centavos/kWh in October

MANILA, Philippines – Customers of Manila Electric Co. (Meralco) will have to spend more for their electricity this month as the power distributor announced a rate hike of 23 centavos per kilowatt hour (kWh).

This increase brings the overall rate for a typical household to ₱13.3182 per kWh, up from September’s ₱13.0851 per kWh.

READ: Higher

https://business.inquirer.net/552364/meralco-rates-up-23-centavos-kwh-in-october

エネルギー施設攻撃の死者6人に ウクライナ、警戒呼びかけ

2025年10月11日 6:07更新(2025年10月11日 6:08更新)

【有料会員限定記事】

【キーウ共同】ウクライナメディアは10日、同国各地のエネルギーインフラを標的にしたロシア軍の一斉攻撃による死者が6人になったと伝えました。

また、首都キーウのクリチコ市長は、12人が負傷したと報告し、「数日以内に新たな攻撃がある」と警戒を呼びかけています。

※本記事は有料会員限定です。残り365文字をご覧いただけます。7日間の無料トライアルを利用すると、1日37円で読み放題。年払いならさらにお得です。

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【西日本新聞meとは?】

クリップ機能は有料会員の方のみご利用いただけます。

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https://www.nishinippon.co.jp/item/1410196/

Waste-to-energy projects up for grabs in 2026

MANILA, Philippines – The Department of Energy (DOE) aims to attract more investor support for its waste-to-energy (WTE) initiatives with the launch of a special bidding round scheduled for early 2026.

In a statement released on Thursday, the agency announced that the “special green energy auction” is set to take place in January. This auction will primarily focus on WTE projects, signaling a strong commitment to expanding sustainable energy solutions in the country.
https://business.inquirer.net/551845/waste-to-energy-projects-up-for-grabs-in-2026

Tata Power Energises Mumbai Metro-3 Aqua Line With 40 MW Supply, Strengthening City’s Underground Transit Network

Tata Power has energised the newly inaugurated Mumbai Metro-3 Aqua Line, the city’s first fully underground metro corridor, marking a major milestone in Mumbai’s sustainable transport journey.

The 33.5-kilometre corridor connects Aarey to Cuffe Parade and operates with a total connected electrical load of approximately 40 megawatts (MW).

### Robust Dual Power Supply Ensures Reliable Operations

According to a press statement, Tata Power has implemented a dual busbar system to ensure uninterrupted and reliable electricity supply. The system draws power from the company’s Saki, Dharavi, and Mahalaxmi receiving stations, creating a robust power backbone for Metro-3’s smooth and efficient functioning.

“This infrastructure plays a crucial role in supporting the seamless operation of the metro line, contributing to Mumbai’s focus on sustainable and efficient urban transport,” the company said.

### Powering Mumbai’s Expanding Metro Network

As per Tata Power’s Wednesday statement, the total connected load for Metro-3 is around 40 MW, while Metro-1 operates on about 8 MW, bringing the combined metro power supply to 48 MW.

This reflects Tata Power’s capacity to meet the growing energy demands of Mumbai’s expanding public transport network.

### A Historic Link in Mumbai’s Transit Evolution

“With the opening of the Mumbai Metro-3 Aqua Line, Tata Power’s role in Mumbai’s transit story has come full circle. The company supplied electricity to the city’s suburban railways for decades,” the statement further read.

This milestone underscores Tata Power’s long-standing contribution to Mumbai’s mobility ecosystem, bridging the city’s traditional suburban rail network with its modern underground metro system.
https://www.freepressjournal.in/mumbai/tata-power-energises-mumbai-metro-3-aqua-line-with-40-mw-supply-strengthening-citys-underground-transit-network