Hyperscalers' AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit
Stiinta si Tehnologie
(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.) 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," just a fancy term for the big technology companies that are
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