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Institutional investors see opportunities in AI energy infrastructure

Richard Newell
Facing massive energy demands, AI development pushes institutional investors toward data center power solutions.
Institutional investors see opportunities in AI energy infrastructure

With chatbots and many tech hardware stocks at rich valuations, even after the recent market correction, the next phase for AI-focused investors reflects a strategic shift—from software to hardware and now, increasingly, to the foundational infrastructure that powers AI.

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