Three stocks to play the booming energy needs of AI data centers, according to BTIG

The data center gold rush is still in its early innings, but the market is already grappling with a squeeze in power availability, with companies that can provide energy swiftly poised to benefit, according to

recommends Bloom Energy , Core Scientific , and has advanced 53% over the same period. Bloom can provide energy through onsite fuel cells that run on natural gas or hydrogen. The company signed a contract with Intel last month to power a data center in California. 's new price target calls for nearly 40% upside.

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