Everyone’s talking about AI like it’s all GPUs and algorithms, but the real story? It’s energy. In this video, we break down how the U.S. is quietly turning its energy dominance into an AI advantage. We’re talking big moves from Pennsylvania to Texas, natural gas, nuclear, and renewables coming together to fuel the AI arms race. We get into the details on the Homer City Giga Campus, why EQT and ExxonMobil are making strategic bets on shale, and how forgotten gas like Waha could be the secret weapon for powering tomorrow’s data centers. This is about more than tech, it’s a full-blown national strategy. If AI is the new Manhattan Project, America’s energy muscle might just be its most powerful asset.

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Click here to view the episode transcript.

00:00 - Intro
01:21 - Pennsylvania Energy Innovation Summit
11:35 - Exploration & Production Sector Update
14:39 - Texas Pipeline Developments
23:15 - Chris Wright Industry Update
27:27 - SPR Zinc Contamination Issues
30:55 - Upstream vs Downstream Dynamics
35:35 - Shell's Market Appeal
39:20 - Epstein Case Overview
45:40 - Matt Benassi Insights
48:40 - Notable List Discussion
49:22 - Media Coverage of Epstein Case
51:33 - Conclusion and Wrap-Up

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