UiPath faces a downgrade from UBS amid increasing competition in the AI sector and sales challenges. As demand for energy-intensive AI data centers surges, solutions like converting crypto mining sites and utilizing nuclear power are being explored to address potential power shortages, with estimates of a 30-gigawatt shortfall by 2028. Major U.S. oil companies, including Chevron and Exxon, are also considering entering the electricity market to meet the rising energy demands of AI technologies through natural gas and carbon capture solutions.
UiPath faces a downgrade from UBS amid increasing competition in the AI sector and ongoing sales challenges. As demand for energy-intensive AI data centers surges, major U.S. oil companies like Chevron and Exxon are exploring natural gas-powered electricity solutions with carbon capture technologies to meet this growing need. Analysts warn of a potential power shortfall exceeding 30 gigawatts by 2028, highlighting the urgency for new energy infrastructure.
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