The Power-Hungry Nature of AI Data Centers
AI data centers are voracious consumers of electricity, producing significant heat, and requiring network speeds that were unimaginable just ten years ago. Advanced AI systems, like ChatGPT and Gemini, perform remarkable tasks, but they rely heavily on extensive computing hardware.
Investments in Data Center Infrastructure
The hyperscale companies are investing massively in this infrastructure, with nearly $1 trillion spent on data center construction alone in 2025. Addressing these infrastructure needs has become a lucrative market, and smaller firms are benefiting significantly.
Potential Trillionaire from AI?
An intriguing question arises: Could AI create the world’s first trillionaire? A recent report highlights a lesser-known company dubbed an “Indispensable Monopoly” that offers essential technology to industry giants like Nvidia and Intel.
Need for Reliable Power in Data Centers
Modern data centers require a stable power supply free from surges and fluctuations. Fluence Energy (NASDAQ: FLNC) manufactures industrial-scale battery modules that provide the clean energy necessary for AI servers. This is particularly effective when combined with renewable energy sources, allowing for the storage of energy when conditions are optimal.
Fluence Energy’s Growth Prospects
Founded in 2018 as a collaboration between Siemens (OTC: SIEGY) and AES (NYSE: AES), Fluence has seen stagnant revenues in recent years but is expected to experience a significant upswing. Analysts predict a 57% increase in annual sales over the next two years, driven primarily by demand from data centers.
Credo Technology’s High-Speed Solutions
Data-center operators are willing to switch from long-standing solutions if better performance or lower costs can be achieved. Credo Technology (NASDAQ: CRDO) offers high-speed networking tools that reduce power usage and cooling needs, maintaining network efficiency.
Credo’s Revenue and Future Outlook
Credo’s Active Electrical Cables (AECs) enable data transfers of up to 0.8 terabits per second, making them a favorable option for AI data centers despite their shorter range. As the demand for advanced infrastructure grows, Credo’s revenues are soaring; projections for Q3 2026 show revenues nearing $406 million, tripling from the previous year.
