These Infrastructure Stocks Could Quietly Power the AI Revolution
2025-12-21 23:35:00 ET
Technology companies are investing a substantial amount of money in hardware, processors, and memory storage to support AI. According to an estimate by McKinsey, companies need to invest a staggering $5.2 trillion by 2030 on data centers equipped to handle AI processing loads.
However, technology is only part of the story. Power is quietly becoming a major factor in driving the AI revolution because AI data centers consume an enormous amount of electricity. As a result, leading energy infrastructure companies such as NextEra Energy (NYSE: NEE) and Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) are emerging as leaders in powering the AI revolution.
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