5 Under-the-Radar Stocks Fueling the AI Revolution
EU Bows to Tech Lobby, Drops Ten-Year Renewables Rule for Data Centers Josh Owens is the Content Director at Oilprice.com and a veteran energy journalist with over a decade of experience covering global energy markets and geopolitics.… Nvidia was the first poster child of the AI revolution.
OpenAI turned ChatGPT into a global phenomenon.
Google, Microsoft, and Anthropic have since dominated headlines with ever-more-powerful models.
But throughout history, the biggest fortunes made during a technological revolution rarely went to the most famous names.
The California Gold Rush didn't create the most wealth for gold miners.
It created fortunes for the people selling picks, shovels, railroads, and infrastructure.
The future won't be decided by whoever builds the smartest chatbot.
It will be decided by the companies solving the industry's hardest bottlenecks: compute, power, cooling, deployment, and data.
Here are five companies sitting squarely at the center of those constraints.
The Compute Play: CoreWeave (NASDAQ: CRWV) If AI is a gold rush, compute is the gold.
Every major AI model, from ChatGPT to Claude to Gemini, requires enormous amounts of computing power to train and run.
Demand for those resources has exploded so rapidly that many AI developers simply cannot get access to advanced graphics processing units, or GPUs.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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