Needham Sees Opportunity in 2 Lesser-Known Energy Stocks Riding the Data-Center Boom

One of the biggest stories in markets today is the boom in AI – and with it, the surge in data center development. This trend extends far beyond the digital realm; data centers are massive physical structures, and their expansion has impacts in numerous industries. At the heart of this construction wave are the world’s largest tech firms, whose AI ambitions are driving unprecedented levels of capital spending. Companies such as Microsoft, Amazon, Meta, and Alphabet are pouring record amounts int