Is This Under-the-Radar Infrastructure Stock the Best Way to Play AI Without Buying Chips?

Group 1 - Artificial intelligence (AI) is a significant technological advancement, with companies competing to develop AI and the necessary infrastructure to support it [1] - AI relies on powerful computer chips, which are produced by companies like Nvidia, but these chips need to be housed in data centers that require reliable electricity [2][3] - There is a construction boom in the data center space, but the risk of overbuilding exists, similar to the internet boom, which could lead to lower costs for AI usage as supply exceeds demand [4][5] Group 2 - Brookfield Renewable has established partnerships with major companies like Microsoft and Alphabet's Google to provide clean energy for their AI infrastructure [6] - The company is positioned as a leader in the clean energy sector, with a diverse portfolio that includes hydroelectric, solar, wind, storage, and nuclear energy across multiple regions [8] - Brookfield Renewable serves as a comprehensive solution for companies seeking reliable power sources to support their AI needs [7][8]