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Home/News Feed/AI boosts demand for data center power, shifting market focus to energy and infrastructure stocks.
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AI boosts demand for data center power, shifting market focus to energy and infrastructure stocks.

Market News
17 Jun 2026
Seeking Alpha
View Source
Bullish
pluang ai news

AI technology is driving significant changes, but investment leadership is shifting from chipmakers to companies involved in energy and electrical infrastructure. The growing electricity demand from data centers, expected to double or triple by 2030, is causing shortages in transformers and power supply. Investors are advised to overweight energy and electrical component stocks now, before rotating back to chip and AI-related stocks as bottlenecks ease. This shift highlights the importance of addressing power, cooling, and grid modernization challenges in the AI investment landscape.

More News (VRT)

Vertiv to report Q2 2026 earnings on July 29 with a conference call at 11 a.m. ET

Vertiv to report Q2 2026 earnings on July 29 with a conference call at 11 a.m. ET

Vertiv Holdings Co., a global leader in digital infrastructure, will announce its second quarter 2026 financial results before the market opens on July 29, 2026. The company will provide presentation materials on its website and hold a conference cal...

Company Fundamentals
Neutral
20 hours ago
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