Everyone’s chasing the next AI stock — Nvidia (NVDA), AMD (AMD), Super Micro (SMCI) — but the truth is, the artificial intelligence (AI) boom is running into a power crisis. Behind every data center, every GPU cluster, and every AI training model is one resource that’s suddenly in short supply: electricity.
As AI infrastructure expands, the demand for power has become Wall Street’s newest frontier — and the next big investment theme emerging is the “BYOP Trade” — Bring Your Own Power.
