Artificial intelligence has been the stock market’s darling for over two years, with companies like Nvidia and Broadcom delivering explosive growth and massive returns for investors. But while AI grabs the headlines, powering this technological revolution is an equally compelling investment story.
JPMorgan predicts that companies in the industrial and utilities sectors — those supplying the physical infrastructure and energy needed for AI — are poised for significant growth. As AI’s demand for power continues into 2025, these sectors may offer long-term opportunities for investors seeking exposure to the AI-driven economy.
For investors eager to tap into this growth, broad infrastructure funds and power generation companies — along with the best-performing energy stocks and energy ETFs — may be strategic plays to consider as the energy sector powers up for the next phase of AI expansion.