The AI revolution is driving high demand for hardware like GPUs and CPUs, leading to skyrocketing share prices for AI hardware companies. McKinsey estimates $5.2 trillion will be spent on AI infrastructure by 2030, including data center shells, power grids, and electricity-generating capacity. Companies like Equinix and Digital Realty play a crucial role in developing physical real estate to support AI. Energy companies like NextEra Energy and Williams are investing in expanding energy infrastructure to support AI, with the U.S. needing at least 50 GW of power for AI by 2028 alone. Brookfield Infrastructure is also investing in data infrastructure to support AI.

AI technology requires specialized computing infrastructure, including data centers with advanced cooling systems and reliable power. Companies like Equinix and Digital Realty are essential in developing physical real estate for AI support. Brookfield Infrastructure is another key player in data center development, operating over 140 data centers worldwide with plans for additional capacity. Energy companies like NextEra Energy and Williams are investing in expanding energy infrastructure to support AI, with the U.S. needing at least 50 GW of power for AI by 2028 alone.

Building the physical infrastructure to support AI is crucial for unleashing its potential. Companies like Brookfield Infrastructure and NextEra Energy will play vital roles in supporting the AI era and enabling investors to benefit from the AI gold rush. NextEra Energy is exploring investing over $25 billion in developing additional electricity transmission projects to support the grid. Williams is also investing in expanding gas supply and developing gas-power generating capacity for data center customers.

Read more at Nasdaq: From Power Grids to Data Centers: The Overlooked Winners in the AI Gold Rush