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Story summary
- Investors are increasingly viewing AI infrastructure as a key opportunity.
- Nvidia and Broadcom are popular AI infrastructure chipmakers.
- Rand Corp. forecasts AI data center power demand will reach 68 GW in 2027 and 327 GW by 2030.
- NextEra Energy, partnering with Google Cloud, is positioned to benefit from new AI data centers.
- Credo Technology offers high-speed data connectivity essential for efficient data center operations.
