George Gianarikas

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// recent coverage 2 mentions

13:41

2026-08-14

ca.finance.yahoo.com

ai-infrastructure

The AI build-out has a problem that $1 trillion in cash can't fix

Goldman Sachs estimates global AI data center investment will reach $1 trillion in 2026, JPMorgan forecasts $697 billion in the US, and Bank of America sees a path toward ~$1.2 trillion by 2027, but a…

16:49

2026-08-13

ca.finance.yahoo.com

ai-infrastructure

Why two-thirds of AI data center power demand may never actually materialize

Canaccord Genuity managing director George Gianarikas said that two-thirds of projected AI data center power demand may never materialize, citing inefficiencies and overestimation in current forecasts…

// co-occurs with top 7 entities

Canaccord Genuity 2 Goldman Sachs 1 JPMorgan 1 Bank of America 1 Nvidia 1 Bloomberg New Energy Finance 1 Wood Mackenzie 1

// topics top 2 topics

ai infrastructure 2 ai policy 1