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The world is facing unprecedented heatwaves, with 2023 being the hottest year on record and 2024 likely to surpass it. The rising temperatures are straining power grids, especially with increased demand from AI data centers. Taiwan’s semiconductor production is vulnerable to power outages, impacting global supply. Investment opportunities lie in power supply companies, especially those focused on renewable and nuclear energy, as they are essential for AI and data center operations.
Global Heatwave and Power Crisis: A Looming Threat with Investment Opportunities
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