AI energy infrastructure buildout: Valero Energy (VLO) vs. Marathon Petroleum (MPC)
McKinsey estimates that approximately $5.2 trillion of capital investment may be required globally by 2030 to support AI-related data-center demand. Its model assumes AI-related data-center capacity reaches approximately 156 GW by 2030, requiring about 125 GW of incremental capacity between 2025 and 2030. Of that $5.2 trillion, approximately $1.3 trillion is expected to go to … Read more