Emily Flippen

I think it's incredible.

We've been doing this podcast and talking about AI and data centers for so many years now, and nobody, Anders, has mentioned HPE before.

It's certainly one for us to dig into more.

Dan, I want to pass it to you.

What data center or even really data center adjacent opportunities do you think are going underappreciated by the market today?

Anders has set the bar high with HPE.

Well, after me talking about how power is the new real estate, maybe real estate is the new real estate.

Maybe real estate is a really getting disrupted.

You still do need the physical assets there.

So it's good to mention some of the REITs that are still benefiting from the data center build-outs as well.

But up next, we're going to move on to what is, I think, my favorite segment of today's show.

We're going to be digging into the real picks and shovels of data centers, some of the under-recognized businesses that help make them a reality.

So stick with us.

Welcome back to Motley Fool Money.

As we wrap up today's show, we're going to discuss some even more under-the-radar businesses that are operating as the picks and shovels of AI data center build-outs.

These are the type of opportunities that are my personal favorites.

I have to call out one or two here just for fun.

For example, when I was running the Marijuana Masters investing service here at The Fool, we were always looking for these types of ancillary opportunities that benefited from things like cannabis legalization without being overly indexed to it.

One such example was a

company called Aon Inc.