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News  ›  The Motley Fool

3 Stocks That Will Benefit Most From the AI Data Center Power Boom

The Motley Fool Logo The Motley Fool By Patrick Sanders
3 Stocks That Will Benefit Most From the AI Data Center Power Boom

The AI data center market is rapidly expanding, with projected growth from $347.6 billion to $652 billion by 2030. Three key companies are positioned to benefit from this infrastructure transformation: Nvidia, Taiwan Semiconductor Manufacturing, and ASML, each playing a critical role in AI chip production and technology.

Insights
AMC   neutral

Mentioned as a comparative example of a previous meme stock rally


NVDA   positive

Holds 92% market share in high-end data center GPUs, massive revenue growth in data center sales (56% year-over-year), and stock up 1,440% in three years