Construction of AI data centers can’t keep up with demand, taking months to years to complete. Startup Armada offers portable data centers in shipping containers, deployable in weeks. Armada targets energy, mining, and defense industries, working with Fidelis New Energy and Bakken Energy in various US states. They also have a deal with Microsoft to deploy in Saudi Arabia for Aramco. Portable data centers can be easily exported, boosting American AI leadership. Stock factors are overbought, with large-cap growth and high beta particularly high. Market correction may lead to negative performance, but some factors could outperform.

Read more at Investing.com: Can Portable Data Centers Keep America’s AI Lead Alive?