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

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. AI needs electricity.