08/24/2026
Everyone is watching AI companies.
But Iβm watching what powers them. β‘οΈ
AI needs data centres.
Data centres need electricity.
And electricity needs infrastructure.
Which means one of the biggest beneficiaries of the AI boom might not be an AI company at all.
It could be the companies supplying the power, grids, storage and infrastructure behind it.
Thatβs the part of the AI story I think deserves more attention.
If you had to choose: AI companies or the companies powering AI β which would you research first? π
For information and discussion only β not financial advice.
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