In this&nbsp;Order Pad&nbsp;episode of&nbsp;Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the&nbsp;massive energy infrastructure buildout&nbsp;powering data centres, high-performance computing, and the next wave of digital transformation.Recorded:&nbsp;12 August 2025<h3>What You’ll Learn in This Episode:</h3><ul><li>Why AI is driving a global energy crunch&nbsp;— and what policymakers and investors are missing.</li><li>The investment case for&nbsp;Quanta Services (NYSE: PWR)&nbsp;– the grid-modernising compounder wiring up hyperscale data centres.</li><li>Why&nbsp;Fluor Corporation (NYSE: FLR)&nbsp;is a high-risk, high-reward play on LNG expansion and the nuclear renaissance.</li><li>Candice’s bullish&nbsp;pair trade:&nbsp;Vertiv Holdings (NYSE: VRT)&nbsp;+&nbsp;Equinix (NASDAQ: EQIX)&nbsp;– how to combine “picks & shovels” hardware with prime AI-data-centre real estate.</li><li>The&nbsp;Energy Infrastructure Opportunity Map&nbsp;– from LNG leaders to uranium miners – and how they fit into the AI and electrification megatrend.</li></ul><h3></h3><h3>Key Themes & Insights:</h3><ul><li>Global electricity demand jumped&nbsp;4% in 2024, outpacing total energy demand growth.</li><li>Renewables are growing fast – but fossil fuels still supply&nbsp;60% of new demand&nbsp;as AI, EVs, and electrification drive consumption higher.</li><li>Why gas, LNG, and nuclear are seeing renewed momentum in policy and capital markets.</li><li>How to position your portfolio for&nbsp;double-digit potential upside&nbsp;from the AI-energy convergence.</li></ul>Whether you’re looking for&nbsp;steady compounders&nbsp;or&nbsp;cyclical high-upside plays, this episode is packed with actionable ideas, real-world context, and portfolio strategy for the rest of 2025.Perfect for:&nbsp;Investors, traders, and anyone curious about the&nbsp;intersection of AI, energy, and infrastructure&nbsp;– and how to profit from it.Follow Talk Money To Me on <a href="https://www.instagram.com/talkmoneytomepodcast/" rel="noopener noreferrer" target="_blank">Instagram</a>, or send Candice and Felicity an email with all your thoughts <a href="mailto:tmtm@equitymates.com" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;Felicity Thomas and Candice Bourke are Senior Advisers at Shaw and Partners, and you can find out more <a href="https://www.cftgroup.com.au/team" rel="noopener noreferrer" target="_blank">here</a>.&nbsp;*****In the spirit of reconciliation, Equity Mates Media and the hosts of Talk Money To Me acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.&nbsp;*****Talk Money To Me is a product of Equity Mates Media.&nbsp;This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives.&nbsp;Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.&nbsp;Equity Mates Media operates under Australian Financial Services Licence 540697.Talk Money To Me is part of the Acast Creator Network.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Podurama

Home

Trending

Personal

Your Podcasts

New Episodes

My Files

Favourite Episodes

Tags (Folders)

Recently Played

Bookmarks

Followed Playlists

Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution

Talk Money To Me

AI Chapters

AI Insights

Reviews