OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody's Ever Heard Of.

The hot ticker right now is OpenAI's compute footprint, which is fueling everything from Oracle (NYSE:ORCL | ORCL Price Prediction) to NVIDIA (NASDAQ:NVDA) to a half dozen private power developers, and the consensus is that the only way to play the AI buildout is to pay nosebleed multiples for the names printing the headlines.