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I Want Exposure to the AI Boom Without Buying Nvidia. Here's Why Bloom Energy Is My Pick.
['Matt Dilallo', 'The Motley Fool', 'July', 'Min Read']
Yahoo Finance
However, I still want exposure to the AI boom without the risks of buying Nvidia at its current level.
The Nvidia of data center powerAI chips like those developed by Nvidia require a massive amount of power to run at full capacity and prevent overheating.
Data center developers can quickly deploy Bloom's fuel cells, enabling them to build out AI infrastructure more rapidly.
That investment helped seed the inaugural Brookfield AI Infrastructure Fund, which features Nvidia as a cornerstone investor and aims to invest up to $100 billion in acquiring AI Infrastructure.
It's part of Brookfield's strategy to advance a new model for data centers that integrates power, compute, data center infrastructure, and capital.