Summary

• The AI investment theme is shifting from Nvidia’s dominance to a broader, multi-layered infrastructure and adoption marathon.
• Power sector consolidation, exemplified by the $67B NextEra–Dominion merger, signals a coming wave of efficiency upgrades to meet AI-driven energy demand and electrification.
• Data center and compute repurposing, including neoclouds and hyperscaler partnerships, are reshaping alliances, especially in the next few years.
• Investors must apply greater due diligence as inflation and organizational adoption and diffusion variability emerge.

The AI race is more of an ultramarathon, or triathlon, than a sprint. The story of the AI investment thematic had largely been an ‘Nvidia’s ascent’ story. It was the most simple way to observe the rise of investments connected to

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