These 2 Companies Are Quietly Powering the AI Boom. No, It's Not Nvidia or Palantir.

For the past few years, investors have been searching for the biggest winners from the artificial intelligence (AI) revolution.

Nvidia has been the obvious answer. Palantir Technologies has emerged as another favorite. Microsoft, Alphabet, Amazon, and Meta Platforms are spending hundreds of billions of dollars building the infrastructure needed to make AI more powerful and more widely available.

But there is a problem hiding underneath all that spending. AI needs electricity. A lot of it. And getting enough power to the next generation of data centers could become one of the biggest challenges of the AI boom.

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