Anthropic's planned mega IPO and its heavy AI compute deals with SpaceX have turned the quiet world of data centers into front-page action, with billions of dollars in infrastructure spending now tied to a handful of AI giants. That concentration can reward the right stocks and punish the wrong ones, so sitting out entirely carries its own risk. This piece unpacks how that news ripples through three positively exposed AI data center infrastructure stocks from our screener, and why their stories matter for any portfolio trying to keep up with this new AI buildout.
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