Jon Quast

Matt, just how ambitious is it?

What's interesting to me is that at some point in the last year or so, we stopped measuring AI compute with GPUs.

We switched to measuring it by how much power is needed.

And we're normally talking about gigawatts, or if you're a Back to the Future fan, a gigawatt.

But TerraFab is looking at a terawatt of compute power annually.

Rachel, I mean, I just want to underscore that this is a huge number.

Yeah, we definitely don't know when it comes to the timetable or the scale, just how well Musk will deliver on his promises here.

But we will be keeping an eye on it because he's definitely moving in that direction.

It could really be an interesting thing to watch.

When we come back, we're talking about some of our favorite investing trends.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money with the Hidden Gems team.

We'd like to use this Monday episode of the podcast to talk about some of our favorite investing principles on the Hidden Gems team.

On previous episodes, we've talked about things like overlooked components of the business that make a difference.

We've talked about leadership teams.

Today, we want to acknowledge that we like big picture growth sectors.

We like secular growth trends.

Maybe it goes without saying, but why do we look at this when we are looking for stocks to invest in?

So this is for each of you.

Let's not just talk about big trends in theory.