{"id":223565,"date":"2026-06-01T07:51:00","date_gmt":"2026-06-01T11:51:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/01\/ai-trade-isnt-just-about-tech-stocks-but-also-power-tcw-says\/"},"modified":"2026-06-01T09:55:41","modified_gmt":"2026-06-01T13:55:41","slug":"ai-trade-isnt-just-about-tech-stocks-but-also-power-tcw-says","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/01\/ai-trade-isnt-just-about-tech-stocks-but-also-power-tcw-says\/","title":{"rendered":"AI trade isn\u2019t just about tech stocks but also power, TCW says"},"content":{"rendered":"<p><a href=\"https:\/\/www.kedglobal.com\/asset-management\/newsView\/ked202606010002\">AI trade isn\u2019t just about tech stocks but also power, TCW says<\/a><\/p>\n<p><a href=\"https:\/\/www.kedglobal.com\/asset-management\/newsView\/ked202606010002\">https:\/\/www.kedglobal.com\/asset-management\/newsView\/ked202606010002<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-01 07:51:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.kedglobal.com\">www.kedglobal.com<\/a><\/p>\n<ul>\n<li>TCW Group advises focusing on the energy infrastructure as a broader and more enduring opportunity beyond just data center-driven demand, driven by AI, industrial reshoring, transportation electrification, and aging grid replacement.<\/li>\n<li>US electricity demand is projected to grow 2%-3% annually due to multiple factors, with AI data centers contributing significantly to this growth.<\/li>\n<li>The grid faces widespread bottlenecks affecting generation, transmission, substations, and other components, resulting in constrained capital flow to companies that can address these bottlenecks.<\/li>\n<li>Even if AI capital expenditure decreases, the US would still face substantial load growth because of various other factors, making the infrastructure needed to power AI long-term.<\/li>\n<li>TCW&#8217;s Transform Systems ETF emphasizes investment in physical infrastructure related to AI, electrification, and energy security, including companies involved in power components, natural gas, LNG, automation, power semiconductors, and grid modernization.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI trade isn\u2019t just about tech stocks but also power, TCW says https:\/\/www.kedglobal.com\/asset-management\/newsView\/ked202606010002 Publish Date:&#8230;<\/p>\n","protected":false},"author":1,"featured_media":223566,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.kedglobal.com\/data\/ked\/image\/2026\/06\/01\/ked202606010009.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-223565","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/223565"}],"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=223565"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/223565\/revisions"}],"predecessor-version":[{"id":223567,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/223565\/revisions\/223567"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/223566"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=223565"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=223565"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=223565"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}