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Shares of Nvidia have been hammered after earnings. It’s a reminder that even the world’s most valuable company isn’t immune to shifting investor sentiment.
But a new group of overlooked AI stocks could be the next beneficiaries of this massive trend. They’re not building chips—they’re building the energy backbone that powers every AI data center.
You can see the full story here.
Recent “AI skepticism” has weighed on tech stocks. Yet despite the short-term pullback, one thing hasn’t changed: big tech’s commitment to expanding their AI infrastructure. The latest projections show $381 billion will be spent on data centers this year—rising nearly 25% next year to over $470 billion.
The challenge? There isn’t enough electricity to meet that demand.
That’s why Google, Microsoft, and OpenAI are signing long-term energy deals and backing new power technologies—what some insiders are calling the “Oppenheimer AI Project.”
A handful of small AI energy companies are at the center of this movement, and their early traction could make them some of the most interesting opportunities in the market right now.
You can read more about those companies here.
Happy to send more details if helpful.
Ian Wyatt