Editor’s Note: We don’t often share research from outside our own team, but when our friend Eric Fry at InvestorPlace flags something this specific – a $6 billion META deal, a $2.5 billion Apple investment, and technology that could make 75% of planned data centers unnecessary – we pay attention. If you’re looking at AI infrastructure plays right now, this is worth a read before it gets more attention.
Data centers are ugly.
They suck up vast amounts of water and send neighborhood power bills skyrocketing.
Most people agree: the AI buildout would be a lot easier to stomach if we needed LESS of these things.
That’s why the #1 stock I’m pounding the table on right now is one you probably haven’t heard of – but META, Apple, and other AI giants are already racing to lock it up.
Here’s why:
This company just released a breakthrough that lets AI’s most powerful models do the same amount of work with just ¼ of the hardware.
That means data centers could become 4X more efficient – which means we may need 75% FEWER of them than the industry is currently planning to build.
That’s a complete rethinking of the AI buildout.
And the big players already know it. META just struck a $6 billion deal to secure this technology. Apple made a $2.5 billion direct investment in the company making it. Other AI firms are paying to reserve future production before it’s even made.
Yet most investors are still crowding into data center REITs and Nvidia – completely missing where the real money is going.
Sincerely,
Eric Fry
Senior Macro-Analyst, InvestorPlace
