These 2 Companies Are Quietly Powering the AI Boom. No, It's Not Nvidia or Palantir.

Key Points AI's next bottleneck could be electricity. Constellation Energy owns valuable power infrastructure. Bloom Energy is tackling the electricity problem in a very different way. 10 stocks we like better than Constellation Energy › 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 AI’s "Act 1"? Act 2 Could Be 15x Bigger.