Investor Intelligence
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Investor Intelligence
The Global Grid Upgrade, And How To Invest In It
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AI needs power. Lots of it. And that demand is starting to ripple far beyond data centers.
Today, Finimize Analyst Theodora Lee Joseph joins the pod to follow that ripple into a much bigger story: the global effort to upgrade and expand the electricity grid. What began as a constraint for AI is now turning into a multi-trillion-dollar investment theme, spanning everything from transmission lines to transformers.
We talk through what’s driving the surge in demand, how this builds on Theodora’s earlier data center portfolio, and - most importantly - the companies she’s using to invest in it.
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