Hidden AI stock plays: Here are the companies powering the next revolution

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Data Center News

Bloom Energy,Power Generation,Stephen Byrd

AI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands— an investment opportunity that’s currently...

AI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment opportunity that’s currently under-appreciated by Mr. Market, according to Morgan Stanley.“The opportunity is around infrastructure… everything from power generation, power electronics, data centers — that growth rate is set to accelerate,” Morgan Stanley’s

“The stock has not done well, and yet that's the type of technology that can allow data center developers to very quickly get new centers operational,” Byrd said. “The time it takes to get powered up is absolutely critical, and it's incredibly valuable economically ... Bloom Energy's fuel cells can be deployed in 50 days.

Beyond the maker of fuel-cell electricity generators, other independent power producers, including nuclear plant owners, are also poised to grow from the data center buildout ahead.While AI’s energy use has soared in the past year, Wall Street pros tell Yahoo Finance the industry is still only scratching the surface when it comes to power consumption.

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