AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution has spurred a massive boom in data centers, with major providers such as Google, Meta, Microsoft, and Amazon spending hundreds of billions of dollars to keep up with demand. Investors are advised that four key areas—semiconductor chips, real estate, energy, and cooling—offer entry points into this economy. The article highlights semiconductor equipment suppliers like Applied Materials and Lam Research, noting they provide critical exposure across the entire chipmaking ecosystem.