The AI boom just shifted gears — here are 3 companies to watch

Dear Fool,

There is a construction site in West Texas that should be on every investor’s radar right now.

It covers 1,100 acres — so large it takes 25 minutes to drive around. More than 10,000 workers arrive every day, around the clock, to build what the construction crew themselves have nicknamed “Project Ludicrous.” Its official name is Stargate Abilene.

And it’s just the first of dozens.

Meta, Amazon, Microsoft, and Google are all racing to build similar “AI Factories” across North America — each one orders of magnitude larger than the data centres that powered Phase 1 of the AI boom. Meta’s Hyperion project in Louisiana is sized for one million AI processors. Amazon is negotiating for a site in the Texas Panhandle that could be nearly six times the size of Stargate.

The investment implication is significant. A traditional data centre generates roughly US$2 billion in supplier revenue. A single AI Factory like Stargate is projected to generate up to US$78 billion.² That’s 39X² more revenue — flowing to the companies supplying energy, cooling, networking, and computing hardware.

And here’s the part that matters most for investors: as of today, not one of these massive AI Factories has fully come online. The revenue hasn’t started flowing yet.

We’ve been studying this shift carefully at Stock Advisor Canada. And we’ve put together a report available to new members during this campaign that profiles the three data centre companies we’re watching most closely right now: an AI chip challenger, the semiconductor giant embedded across the entire AI infrastructure stack, and the irreplaceable manufacturer behind virtually every advanced AI chip in production today.

These aren’t speculative bets. They’re real businesses with real competitive moats, real earnings, and what we believe is significant upside as Phase 2 of the AI boom moves from construction sites to income statements.

Access "3 to Watch: Intriguing Data Centre Companies” When You Join Stock Advisor Canada

The report is yours at no additional cost when you try Stock Advisor Canada. Click above to get started.

To your wealth,

P.S. This report is only available to new members who join during this campaign — and we can't guarantee how long it will stay up. If you want access, now is the time to act.

¹Returns data from January 3, 2023 to April 16, 2026. ²Market, valuation, and forecast data as of April 16, 2026.