The AI boom is a physical build-out: data centers, power, cooling and grid. We cover the permits, power agreements, utility filings and contracts behind it, and the tickers positioned to supply the surge.
The physical side of AI, from data-center permits to power contracts, and the names supplying it
New builds and expansions, where they're going and who's building them.
The power purchase deals feeding AI compute, and the utilities and producers signing them.
Transmission upgrades, transformer shortages and the equipment names in demand.
The cooling and thermal-management names as rack density climbs.
The landlords of the AI build-out and the leases that move them.
The contractors and engineers winning the data-center work.