AI Data Centers are Booming and These 3 Stocks Are Cashing In

"The artificial intelligence boom will continue to create massive demand for data centers. Right now, according to MIT Technology Review, there are about 3,000 data centers across the U.S. Plus, according to a report from McKinsey, $5.2 trillion in AI infrastructure investments will be needed by 2030. McKinsey's analysis also "suggests that demand for AI-ready data center capacity will rise at an average rate of 33 percent a year between 2023 and 2030 (reflecting a trend that is already underway)," as reported by BOMA International."

"Forecasts now place AI's value between $1.7 and $3.5 trillion by the early 2030s. Some of the most aggressive estimates are topping $7 trillion by 2035. And judging by the impressive jump in corporate investment, the market is moving toward the high end of those projections. In addition, some of the largest tech companies are sending a message that the AI boom is far from over. Just look at recent capex spending. Google raised its 2025 capex outlook to $91 billion to $93 billion Microsoft is increasing its spending by 74% to $34.9 billion Meta nearly doubled capex to $19.37 billion, far above expectations Amazon projects $125 billion in 2025 capex, with more increases planned for 2026"

"For investors, these numbers are impossible to ignore. Even better, analysts at UBS expect global AI capex to hit $571 billion in 2026, with a runway to $3 trillion by 2030."

Artificial intelligence expansion is driving substantial demand for data center capacity across the United States, where about 3,000 data centers currently exist. Global AI infrastructure investment requirements are projected at roughly $5.2 trillion by 2030. Demand for AI-ready data center capacity is expected to grow about 33% annually between 2023 and 2030. AI economic value forecasts range from $1.7 to $3.5 trillion by the early 2030s, with some estimates reaching $7 trillion by 2035. Major tech companies are sharply increasing capital expenditures, and analysts project global AI capex rising from $571 billion in 2026 toward $3 trillion by 2030. Data-center operators and REITs present income-oriented investment opportunities tied to AI infrastructure expansion.

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