BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks.
2026-03-04 05:41:00 ET
There's no denying that technology stocks like Nvidia and Palantir were the powerhouse performers in the early days of the artificial intelligence (AI) trend. As the industry ages, however, new growth opportunities are surfacing. AI data centers are obviously among these newer opportunities.
As investment management firm BlackRock specifies, investors may want to first consider the companies supplying much-needed electricity to these data centers. That's where the most money is apt to be made from here, largely fueled by the 30-fold increase in their power consumption that Deloitte anticipates from U.S. AI data centers between 2024 and 2035.
Here's a closer look at three of the best bets from this segment of the business.
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