Artificial intelligence stocks are trading at incredibly high prices right now, and it's not clear that any of the companies involved have a big moat. But if AI is indeed a long-term growth driver, there's one industry that will have to grow at unusually high rates -- and that's energy.

In this video, Travis Hoium explains some of the demand challenges and where investors can find opportunities.

*Stock prices used were end-of-day prices of Feb. 27, 2024. The video was published on Feb. 28, 2024.