¿La IA se quedó sin dinero? El verdadero límite del mercado

If you want to learn how to leverage these trends in your own portfolio, schedule a consultation here: https://form.typeform.com/to/rI7Ofdbz... Is energy or money the true limit of Artificial Intelligence? Javier Morodo and Andrés Olea "Comet" explore the future of technological infrastructure and the real impact of AI on the energy sector. In this discussion, we decipher why the market's "most obvious trade" is changing and what this means for those looking to invest in energy and technology companies. In this episode, you'll learn more about: The electricity demand of AI: Why data centers need more and more power. The DeepSeek Effect: Why this model shook giants like Nvidia, Vistra, Constellation Energy, Talen, GE Vernova, and Oklo. Energy vs. Computing: The strategic difference between a gigawatt and a giga of computing. Eric Schmidt's vision: Is capital ("money") the real obstacle to technological advancement? Companies in the spotlight: Analysis of NextEra, First Solar, Oklo, Bloom Energy, and the winners of the energy boom. Investor psychology: How to manage volatility and rapid changes when investing in technology. Episode chapters: 0:00 The real bottleneck. 3:00 The DeepSeek phenomenon and the fall of energy companies. 13:00 Why didn't the US prepare for this demand? 25:00 Sector analysis: Nuclear vs. Solar. 33:00 Vistra: The "safe play" of the sector? 47:00 AI Bull Case vs. Bear Case 59:00 How to play this sector? Strategy and ETFs Subscribe to The Art of Investing for more analysis on the stock market, technology, and finance. Episode recorded in 2026. The opinions expressed in this podcast are solely my own and do not represent the position of any related company or institution. This content is for informational purposes only and does not constitute investment advice or financial recommendations.