AI’s appetite for computing power is insatiable. And it’s fueling a $7 trillion global data center boom. 

In today’s episode, Finimize Analyst Theodora Lee Joseph joins the pod to unpack the next big AI trade: the overlooked companies building the power lines, cooling systems, and infrastructure that make the tech run. 

She makes the case that this is where the real long-term upside could be hiding.

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