Anyone keeping their finger on the pulse of the power shortage that's crimping the proliferation of AI data centers has probably heard of Vistra and Bloom Energy . Vistra is the utility outfit working directly with Meta Platforms and Amazon to power some of their facilities, while Bloom makes and markets equipment that turns natural gas or hydrogen directly into electricity. It sold over $1. 0 billion worth of this tech last quarter alone, up 15% year over year. A major beneficiary of the artificial intelligence revolution is obscured by these obvious names, however.
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