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Matt DiLallo, The Motley Fool
Wed, July 22, 2026 astatine 12:25 PM CDT 4 min read
The AI roar is driving insatiable request for chips. As a result, investors person piled into semiconductor stocks.
However, semis are lone portion of the story. The AI roar is driving wide request for everything from superior to earthy state to warehouse space. Despite that, galore of these companies are flying nether the radar. Here are 3 of the best-kept secrets of the AI concern boom.
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
Brookfield Corporation
Brookfield Corporation (NYSE: BN) is simply a starring planetary concern firm. It mightiness look an improbable beneficiary of the AI boom. However, 1 of the biggest constraints galore AI developers look is simply a deficiency of capital. They request wealth to money information halfway developments, spot purchases, and different superior investments. Brookfield estimates that full spending connected AI-related infrastructure volition transcend $1 trillion this decennary and $7 trillion implicit the adjacent 10 years.
The institution wants to capitalize connected this once-in-a-generation accidental to physique the integer backbone of the AI economy. One mode it's doing that is by launching the archetypal of what could beryllium galore dedicated AI infrastructure funds. Brookfield is simply a cornerstone capitalist successful its inaugural fund, which aims to get up to $100 cardinal successful AI infrastructure assets. Some of its archetypal investments see backing the deployment of precocious substance cells to powerfulness AI information centers and launching a caller institution to supply full-stack AI services to customers. Additionally, Brookfield's operating companies are investing successful semiconductor manufacturing, information halfway developments, and renewable energy. The company's AI infrastructure investments are portion of its strategy to thrust 25% yearly net maturation implicit the adjacent 5 years.
Energy Transfer
Energy Transfer (NYSE: ET) is simply a maestro constricted concern (MLP), an entity that sends a Schedule K-1 Federal taxation form. It focuses connected owning, operating, and processing vigor infrastructure. Its diversified level spans lipid and state pipelines, retention terminals, and export facilities.
Another large constraint facing AI information halfway developers is energy. These facilities necessitate a tremendous magnitude of powerfulness to tally chips astatine maximum capableness and forestall overheating. That's starring them to crook to immoderate disposable cleanable powerfulness source, including earthy gas.
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