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Prices displayed are informational. For the past few years, investors have been searching for the biggest winners from the artificial intelligence (AI) revolution. **Nvidia** has been the obvious answer. **Palantir Technologies** has emerged as another favorite. **Microsoft**, **Alphabet**, **Amazon**, and **Meta Platforms** are spending hundreds of billions of dollars building the infrastructure needed to make AI more powerful and more widely available. **_Missed Nvidia in 2009? This Rare Signal Is Flashing Again._**_In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia._**_Continue »_** But there is a problem hiding underneath all that spending. And getting enough power to the next generation of data centers could become one of the biggest challenges of the AI boom. That creates an interesting opportunity for investors.
Two companies are attacking this problem from very different directions: **Constellation Energy** (NASDAQ: CEG) and **Bloom Energy**(NYSE: BE). One owns the power-generating infrastructure. The other sells equipment that allows customers to generate power on-site.
AI's next bottleneck is not tech-related, but something else Investors have spent years worrying about whether there will be enough AI chips or memory. Now, another constraint is becoming increasingly apparent: whether there will be enough electricity to run them. AI data centers are enormous power consumers.
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