The data center boom is leading to a power crunch. These stocks are ahead of the curve, TD Cowen analysts say

Following a decade of flat load growth, artificial intelligence data centers and electric vehicles are driving an acceleration in electricity demand.

May 30, 2024 - 03:00
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The data center boom is leading to a power crunch. These stocks are ahead of the curve, TD Cowen analysts say
Following a decade of flat load growth, artificial intelligence data centers and electric vehicles are driving an acceleration in electricity demand.