Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

The magnitude of the A.I. capital spending boom is historic and the dollar values are staggering.

STOCK MARKET: Hyperscalers’ AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit

(This is CNBC’s “Power Insider” newsletter, your inside look at the investments, people and companies powering the global energy industry. Click here to subscribe.) POWER POINT What I’m hearing from energy insiders Hyperfocused on hyperscaler hypergrowth.  I tried to sum up investor thinking into just one sentence. The pace of spending on A.I. is so frenetic it makes the Energizer Bunny look lazy.  That growth is coming from the “hyperscalers,” …

The AI Boom Has a Power Problem. This Stock May Be the Biggest Winner.

AI needs more than chips now, it needs massive power and cooling, and Vertiv is keeping them running.