The AI boom is creating a problem that has little to do with chips. Data centers need enormous amounts of electricity, but generating, transmitting, and connecting that power can take years. That is turning power infrastructure into one of the most important parts of the AI investment cycle. GE Vernova Inc. (NYSE:GEV) and Quanta Services, Inc. (NYSE:PWR) offer two different ways to play that trend. GE Vernova makes much of the equipment needed to generate and distribute electricity, while Quanta builds the infrastructure needed to connect it. Both are benefiting from rising demand, but their advantages are not the same. DON'T MISS: GE Vernova (GEV) Has a $176 Billion Backlog. Can It Turn Demand Into Durable Growth?GE Vernova (GEV) vs.
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