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AI Infrastructure

Analysis of the physical and digital foundations, including data centers, power, and networking, that support artificial intelligence.

AI Infrastructure· 3 min

The Hidden Winners of the AI Chip Rush: Data Centers, Power Plants and Cold Aisles

Nvidia and chipmakers dominate headlines, but the real cash flow from generative AI may flow to REITs, utilities and specialized cooling — the infrastructure investors miss.

By Pedro Marini

AI Infrastructure

The Hidden Winners of the AI Chip Rush: Data Centers, Power Plants and Cold Aisles

The AI economy, decoded before the open.