Emily Flippen

the influence you have over other people, not actual energy power.

But in this context, for the people who are investing and trying to make AI a reality, it is kind of the real estate that you need.

And it is, I think, the bottleneck that investors are missing, which is the energy consumption that is necessary.

And it's very much the real bottleneck that these hyperscalers are facing.

You

physical real estate in the world in Northern Virginia, wherever it may be.

And you can have access to all the capital in the world.

But if you don't have access to energy, or if there are local regulations or local pushback that is preventing you from being able to access the energy that you need to run your data centers, then you lack the power, you lack the influence to actually make your dreams, whatever they may be, your data centers a reality.

So it

It makes a lot of sense to me that we see companies like NextEra, Microsoft, Amazon, Google, all of these companies trying to gain access to the limited supplies of energy and power that they need to now.

Because what they're talking about in terms of the build-out of data centers, they need that.

And right now, that is the bottleneck that exists.

Yes, exactly.

And that's why I'm so excited about this opportunity because so many people stop at that one level of degree where they think about data centers and they think about the companies physically building data centers and they don't get to the next degrees of separation about the companies that are helping make data centers a reality.

So up next, we're going to be breaking down the investment opportunities for data centers, but at different points on the value chain.

So stick with us.

We're going to be taking that one step further, talking about some specific companies benefiting from the AI data center build out.

Welcome back to Motley Fool Money.

We're discussing data centers and the businesses that not only benefit from them, but also help make them a reality.

Luckily for investors, there are plenty of stocks that are playing critical roles in this value proposition from operators, REITs, energy, and the like.