The article highlights three under-the-radar AI infrastructure stocks—Prologis (PLD), Gladstone Land (LAND), and Black Hills Corporation (BKH)—as crucial players in the ongoing AI boom. These companies provide essential resources like land, power, and water, which are vital for the expansion of data centers, distinguishing them from the high-profile “Mag 7” tech stocks. The author suggests these “picks and shovels” companies offer a more stable investment approach to the AI economy.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
The article highlights three under-the-radar AI infrastructure stocks—Prologis (PLD), Gladstone Land (LAND), and Black Hills Corporation (BKH)—as crucial players in the ongoing AI boom. These companies provide essential resources like land, power, and water, which are vital for the expansion of data centers, distinguishing them from the high-profile “Mag 7” tech stocks. The author suggests these “picks and shovels” companies offer a more stable investment approach to the AI economy.