{"id":238663,"date":"2026-06-29T15:17:00","date_gmt":"2026-06-29T19:17:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/29\/three-companies-building-ais-physical-backbone\/"},"modified":"2026-06-29T15:50:08","modified_gmt":"2026-06-29T19:50:08","slug":"three-companies-building-ais-physical-backbone","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/29\/three-companies-building-ais-physical-backbone\/","title":{"rendered":"Three companies building AI&#8217;s physical backbone"},"content":{"rendered":"<p><a href=\"https:\/\/www.bnnbloomberg.ca\/investing\/hot-picks\/2026\/06\/29\/hot-picks-ai-infrastructure-stocks-powering-the-next-phase-of-growth\/\">Three companies building AI&#8217;s physical backbone<\/a><\/p>\n<p><a href=\"https:\/\/www.bnnbloomberg.ca\/investing\/hot-picks\/2026\/06\/29\/hot-picks-ai-infrastructure-stocks-powering-the-next-phase-of-growth\/\">https:\/\/www.bnnbloomberg.ca\/investing\/hot-picks\/2026\/06\/29\/hot-picks-ai-infrastructure-stocks-powering-the-next-phase-of-growth\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-29 15:17:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.bnnbloomberg.ca\">www.bnnbloomberg.ca<\/a><\/p>\n<p>Certainly, here is a polite and respectful summary of Mike Clare&#8217;s highlights on AI infrastructure with an unordered list:<\/p>\n<ul>\n<li>\n<p><strong>Investment Surge<\/strong>: Artificial intelligence (AI) infrastructure investment extends beyond semiconductors to include critical systems like data centers, electricity grids, and power transmission.<\/p>\n<\/li>\n<li>\n<p><strong>Long-term Drivers<\/strong>: While AI is stimulating infrastructure outlays, grid modernization, electrification, and renewable power remain the key long-term drivers of the infrastructure sector.<\/p>\n<\/li>\n<li>\n<p><strong>Alphabet&#8217;s Ecosystem<\/strong>: Alphabet, also known as Google, is highlighted for its vertically integrated AI solution, combining advanced cloud computing, proprietary AI models, data centers, and chips. This integration offers a significant competitive edge.<\/p>\n<\/li>\n<li>\n<p><strong>Prysmian&#8217;s Cables<\/strong>: Prysmian is spotlighted for its robust demand in high-voltage transmission cables and leading position in fiber-optic networks. This aligns with needs for both energy transition and AI data center buildouts.<\/p>\n<\/li>\n<li>\n<p><strong>Quanta Services&#8217; Contracting<\/strong>: Quanta Services, a large U.S. infrastructure contractor, benefits from its comprehensive role in power plant, transmission, and data center infrastructure construction and maintenance. Its exposure to a $2.4 trillion infrastructure market through 2030 is notable.<\/p>\n<\/li>\n<li>\n<p><strong>Infrastructural Financing<\/strong>: The role in infrastructure financing is crucial, with significant participation anticipated from both private and governmental sectors to meet future electricity demands.<\/p>\n<\/li>\n<\/ul>\n<p>These points encapsulate Mike Clare&#8217;s insights into how the AI sector is driving infrastructure investment and the companies poised to benefit.<\/p>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Three companies building AI&#8217;s physical backbone https:\/\/www.bnnbloomberg.ca\/investing\/hot-picks\/2026\/06\/29\/hot-picks-ai-infrastructure-stocks-powering-the-next-phase-of-growth\/ Publish Date: 2026-06-29 15:17:00 Source Domain: www.bnnbloomberg.ca Certainly,&#8230;<\/p>\n","protected":false},"author":1,"featured_media":238664,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.bnnbloomberg.ca\/resizer\/v2\/SK4A2YQ6A2HMQHDUDIJ3JSC7SE.jpg?smart=true&auth=adfbcd5ac8d156490d8b0c6d3a86518f01088ae81065ea95f9516bc43a4143ea&width=1200&height=630","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-238663","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\/238663"}],"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=238663"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238663\/revisions"}],"predecessor-version":[{"id":238665,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238663\/revisions\/238665"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/238664"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=238663"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=238663"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=238663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}