Sectors Up Close: Is investing in power companies the way to play AI?

Sectors Up Close: Is investing in power companies the way to play AI?

By Reuters
Publication Date: 2026-04-07 14:58:00

Big tech companies have 110 gigawatts of AI data centres in the planning stage, and according to Nvidia’s Jensen Huang, they could cost $6.6 trillion to build. Clayton Allison of Prime Capital Financial told Reuters investors should buy into the companies supplying all that power – where there’s profit to be made in the short term, even if the tech giants pull back on those promises later.