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Hardware Demand

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AI Infrastructure Stocks Surge as Power and Data Centers Become Key Winners

Originally Published 16 days ago — by The Motley Fool

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Source: The Motley Fool

The article highlights the crucial role of infrastructure companies in supporting the AI boom, including data center developers like Equinix and Digital Realty, and energy providers like NextEra Energy and Williams, which are investing heavily in power and energy infrastructure to meet the rising demand driven by AI technology. These overlooked 'pick-and-shovel' plays are essential for the AI revolution and present significant investment opportunities.