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Why this investor thinks the AI bull run is just getting started
Description
“An ERCOT report that was published this December shows that large load requests were up 270% in 2025. That represents 226 gigawatts of interconnection requests.” As ERCOT sees an unprecedented surge in interconnection requests, we ask the question on the latest Mining Pod: where are the MWs going to come from? Is the AI bubble about to pop? Kevin O’Leary doesn’t think so. He shares his bullish thesis and where he’s placing his bets in the AI race on the latest Mining Pod! 🎧 Catch the latest episode of 'THE MINING POD,’ in partnership with Blockspace Media!
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