Unless you’ve been living under a rock, you’re already aware that power demand is expected to explode as more and more data centers come online. But exactly which names are the so-called “smart money” investing in?
Hedge funds are referred to as “the smart money” for a multitude of reasons, including the fact that they invest where the opportunities and action are, and AI infrastructure and energy generation have both in spades.
Increasing power demand drives power grid expansion
As most are aware, growing power demand is a direct result of more data centers coming online. According to Goldman Sachs Research, demand from data centers is projected to accelerate 175% from 2023 levels by 2030, effectively bringing the...
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