Smaller companies are rising quickly to challenge Big Tech as AI 's best trade

Reliable power, nuclear investment, data-center efficiency, and grid capacity are now core drivers of stock returns from the AI theme as demand ramps.

Jan 17, 2026 0

Smaller companies are rising quickly to challenge Big Tech as AI 's best trade
Reliable power, nuclear investment, data-center efficiency, and grid capacity are now core drivers of stock returns from the AI theme as demand ramps.
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