#TomCarroll
#BallastRockgroup Founder and CEO #TomCarroll argues that energy is the “picks and shovels” investment behind the AI boom, as growing data center demand requires major upgrades to the power grid. youtu.be/7_9jMtLaKa0
Energy "Picks and Shovels" Behind AI Boom, Drivers Behind Housing Affordability Crisis
YouTube video by Schwab Network
youtu.be
July 15, 2026 at 12:55 AM