Uploaded December 2025 | Updated September 2026, 1 hour ago
The Real AI Gold Rush Has Started (And It’s Not What You Think)
Today I want to talk about something flying under the radar even though it is about to reshape the global economy. Everyone knows AI is exploding, but almost no one is paying attention to the real story underneath it.
The United States now has over 5,400 data centers, more than any country in the world, and forty billion dollars worth of new ones are being built right now. That is a four hundred percent increase since 2022. This is not a trend. It is a modern gold rush.
When ChatGPT launched in late 2022, about twelve billion dollars worth of data centers were under construction. Today that number is forty billion. Data centers are now growing faster than office buildings, which is wild considering how dominant office used to be. Coming from a commercial real estate background, I am grateful we sold our office portfolio when we did because that sector has been crushed.
The real issue is energy. By 2030, data centers are expected to use more than eight percent of all US electricity, up from under four percent in 2023. Morgan Stanley is already predicting a major power shortfall within the next few years. Electricity is becoming the world’s biggest economic bottleneck.
China sees this too. They have fewer data centers than we do, but they are much larger, and their energy usage has surged more than three hundred percent since 2000. Their power demand now matches the European Union.
This is why I keep saying power is becoming the most valuable commodity in the world. It is also why I invest in Bitcoin. Bitcoin is stored energy. Dollars are simply claims on energy.
Since ChatGPT launched, US electricity prices are up more than twenty percent. Since 2020, they are up about forty percent. Demand is outpacing supply, and prices reflect that reality.
Long term, nuclear is the most promising answer because it runs around the clock and matches AI’s constant power draw. But reactors take more than a decade to build in the US, and we currently have none under construction. China has twenty-nine.
Everyone is focused on chips, GPUs, and cloud computing. Those matter, but none of that works without electricity. Big Tech has already announced eight hundred billion dollars in planned data center spending for 2025 alone. All of it depends on power.
So when people ask me where the next opportunity is, my answer is simple. Follow the power. Energy is the real currency of the future, and the companies that solve this shortage will define the next decade of investing.
MY FAVORITE TOOLS & RESOURCES
🤝 Join My Private Community: lp.whiteboardfinance.com
🏠 Get My Home Affordability Spreadsheet: buymeacoffee.com/whiteboardfinance/e/374674
₿ $5 FREE Bitcoin (River): river.com/whiteboardfinance
🔒 Ledger - Store Your Bitcoin The Right Way: whiteboardfinance.com/go/ledger
MY OTHER SOCIALS:
📸 Instagram - instagram.com/whiteboardfinance
ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, finance major, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
This video was disseminated on behalf of Humanoid Global Holdings Corp, and was funded by Gold Standard Media LLC and/or affiliates. For their full disclaimer, please visit: portal.goldstandardir.com/disclaimer/RBOHF-408.
humanoidglobal.ai
CSE: ROBO I OTCQB: RBOHF Sources for this video can be found goldstandardir.com/ROBOsources
Disclaimer: All Investments Carry Risk. This is NOT an Endorsement from Marko. Review all Investments with a Professional.
Subscribe if you are interested in:
#finance #StockMarket #Investing
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
The Real AI Gold Rush Has Started (And It’s Not What You Think)
Today I want to talk about something flying under the radar even though it is about to reshape the global economy. Everyone knows AI is exploding, but almost no one is paying attention to the real story underneath it.
The United States now has over 5,400 data centers, more than any country in the world, and forty billion dollars worth of new ones are being built right now. That is a four hundred percent increase since 2022. This is not a trend. It is a modern gold rush.
When ChatGPT launched in late 2022, about twelve billion dollars worth of data centers were under construction. Today that number is forty billion. Data centers are now growing faster than office buildings, which is wild considering how dominant office used to be. Coming from a commercial real estate background, I am grateful we sold our office portfolio when we did because that sector has been crushed.
The real issue is energy. By 2030, data centers are expected to use more than eight percent of all US electricity, up from under four percent in 2023. Morgan Stanley is already predicting a major power shortfall within the next few years. Electricity is becoming the world’s biggest economic bottleneck.
China sees this too. They have fewer data centers than we do, but they are much larger, and their energy usage has surged more than three hundred percent since 2000. Their power demand now matches the European Union.
This is why I keep saying power is becoming the most valuable commodity in the world. It is also why I invest in Bitcoin. Bitcoin is stored energy. Dollars are simply claims on energy.
Since ChatGPT launched, US electricity prices are up more than twenty percent. Since 2020, they are up about forty percent. Demand is outpacing supply, and prices reflect that reality.
Long term, nuclear is the most promising answer because it runs around the clock and matches AI’s constant power draw. But reactors take more than a decade to build in the US, and we currently have none under construction. China has twenty-nine.
Everyone is focused on chips, GPUs, and cloud computing. Those matter, but none of that works without electricity. Big Tech has already announced eight hundred billion dollars in planned data center spending for 2025 alone. All of it depends on power.
So when people ask me where the next opportunity is, my answer is simple. Follow the power. Energy is the real currency of the future, and the companies that solve this shortage will define the next decade of investing.
MY FAVORITE TOOLS & RESOURCES
🤝 Join My Private Community: lp.whiteboardfinance.com
🏠 Get My Home Affordability Spreadsheet: buymeacoffee.com/whiteboardfinance/e/374674
₿ $5 FREE Bitcoin (River): river.com/whiteboardfinance
🔒 Ledger - Store Your Bitcoin The Right Way: whiteboardfinance.com/go/ledger
MY OTHER SOCIALS:
📸 Instagram - instagram.com/whiteboardfinance
ABOUT ME 👇
My mission is to provide my viewers with actionable content that enables them to create financial wealth. My videos are a reflection of my real-world experience as a real estate investor, stock market investor, finance major, and entrepreneur.
This channel allows me to share my passion for personal finance, stock market investing, real estate investing, and entrepreneurship. I produce content that I would want to watch, and because of that, I give 100% effort in every video that I make. I also believe in complete transparency and open communication with my audience.
This video was disseminated on behalf of Humanoid Global Holdings Corp, and was funded by Gold Standard Media LLC and/or affiliates. For their full disclaimer, please visit: portal.goldstandardir.com/disclaimer/RBOHF-408.
humanoidglobal.ai
CSE: ROBO I OTCQB: RBOHF Sources for this video can be found goldstandardir.com/ROBOsources
Disclaimer: All Investments Carry Risk. This is NOT an Endorsement from Marko. Review all Investments with a Professional.
Subscribe if you are interested in:
#finance #StockMarket #Investing
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.
