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The AI “hype train” has been accelerating for far longer than even most bulls would have expected, and it is no longer far-fetched to assume that 2026 could be just a repeat of what happened in the past two years. This means more money pouring into everything AI, with all these investments translating into a higher share price for the companies that are most directly involved.
It doesn't get more “direct” than power and electricity, which are essential for AI and are expected to face a crunch. AI data centers demand large amounts of energy, something that has been increasing continuously, independent of AI. However, the immense computational needs of these data centers are further amplifying demand.