{"id":213161,"date":"2026-05-13T08:50:00","date_gmt":"2026-05-13T12:50:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit\/"},"modified":"2026-05-13T09:00:10","modified_gmt":"2026-05-13T13:00:10","slug":"hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit\/","title":{"rendered":"Hyperscalers&#8217; AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit"},"content":{"rendered":"<p><a href=\"https:\/\/www.cnbc.com\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit.html\">Hyperscalers&#8217; AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit<\/a><\/p>\n<p><a href=\"https:\/\/www.cnbc.com\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit.html\">https:\/\/www.cnbc.com\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit.html<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-13 08:50:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.cnbc.com\">www.cnbc.com<\/a><\/p>\n<ul>\n<li>\n<p><strong>Rising Investment in AI Drives Massive Energy Spending<\/strong>: Major technology companies, referred to as &#8220;hyperscalers,&#8221; are investing heavily in artificial intelligence (AI), which necessitates substantial computational power and, consequently, significant electricity. This surge in AI-related spending is projected to nearly double the capital expenditure estimates for 2026 to $725 billion, up from $365 billion a year ago. Investment banks like UBS are forecasting continued growth, indicating that sectors like natural gas and solar will see significant developments.<\/p>\n<\/li>\n<li>\n<p><strong>Energy Investments Mirror AI Spending Growth<\/strong>: The escalating investment in AI is mirrored in energy sector expenditures. Estimates predict that the power sector alone will see $511 billion in capital investments by 2030 to accommodate the increased demand for computational power resulting from AI. These changes will significantly impact energy infrastructure, including both generation and distribution capabilities.<\/p>\n<\/li>\n<li>\n<p><strong>Potential Investment Avenues in Energy Sector<\/strong>: Investors looking to capitalize on the AI boom have several options beyond just investing in hyperscalers. Companies like Hut 8, which provides energy infrastructure, and Fluence Energy, focusing on energy storage, have seen considerable gains. Stocks in these companies have experienced significant surges following major deals and agreements. Additionally, UBS suggests benefits for companies involved in power saving solutions and infrastructure developments.<\/p>\n<\/li>\n<li>\n<p><strong>Oil Market Dynamics Amid Geopolitical Tensions<\/strong>: Despite the massive influx in AI-related resources, oil market prices have not spiked dramatically mainly due to high crude inventories that provided a buffer after disruptions caused by the Iran-linked conflict. Analysts expect the oil markets could face price pressures if the Strait remains risky, leading to diminishing supplies sooner than expected.<\/p>\n<\/li>\n<li>\n<p><strong>Growing U.S. Energy Output<\/strong>: The U.S. energy production continues to rise, led by natural gas, crude oil, nuclear, and renewable sources like solar and wind. Meanwhile, coal production declines as it has for nearly two decades.<\/p>\n<\/li>\n<\/ul>\n<p>Stay vigilant in both the energy and AI sectors as these markets are setting historic trends and opportunities for investors.<\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hyperscalers&#8217; AI buildout will require massive amounts of energy. Two under-the-radar stocks will benefit https:\/\/www.cnbc.com\/2026\/05\/13\/hyperscalers-ai-buildout-will-require-massive-amounts-of-energy-two-under-the-radar-stocks-will-benefit.html&#8230;<\/p>\n","protected":false},"author":1,"featured_media":213162,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108257400-1769505082610-gettyimages-2243421029-AMAZON_EARNS.jpeg?v=1775453898&w=1920&h=1080","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-213161","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/213161"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=213161"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/213161\/revisions"}],"predecessor-version":[{"id":213163,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/213161\/revisions\/213163"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/213162"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=213161"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=213161"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=213161"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}