Is This the Most Overlooked Infrastructure Investment of the Decade? (Spoiler: It's Not a Data Center REIT)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 17 2025
0mins
Source: NASDAQ.COM
Nvidia's Dominance in AI: Nvidia is a leading producer of chips essential for artificial intelligence, with its stock rising significantly over the past decade, although its high price-to-earnings ratio raises concerns about future performance.
Growth of Data Centers: The demand for data centers, which house the computers running AI, is increasing, benefiting related industries such as data center REITs and companies providing building components and power management products.
Electricity Demand Surge: As AI and data centers expand, electricity demand is projected to grow significantly, with estimates suggesting a 55% increase from 2020 to 2040, making investments in electric utilities attractive.
Investment Options: Investors can capitalize on the growing electricity demand through individual utility stocks or diversified ETFs like the Vanguard Utilities ETF and Utilities Select Sector SPDR ETF, both of which offer similar performance and dividend yields.
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Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to fall
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 371.100
Low
255.00
Averages
336.08
High
400.00
Current: 371.100
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Accelerated Technological Breakthroughs: Co-founder Oliver Cameron highlighted major advancements in scaling, interactivity, and physics accuracy in recent years, driving rapid progress in the AI field, particularly in achieving general world models.
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- Growth Stock Selection: Investing $3,000 in Alphabet (GOOG), which has generated $160 billion in profit over the past four quarters through diversified assets like YouTube and Google Search, showcases strong financial strength and future growth potential.
- High-Risk, High-Reward: The remaining $1,000 is allocated to CRISPR Therapeutics (CRSP), which, despite being unprofitable, has a market cap of $5 billion and over $2 billion in cash reserves to support its gene-editing therapy development, indicating significant growth potential.
- Risk Management Strategy: By establishing a strong blue-chip foundation in the portfolio, investors can take on some risk while ensuring the overall safety of their investments, thus maintaining stable returns amid market volatility.
See More
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- Stable Income and Risk Control: Enbridge's stock has risen 16% this year amid increasing demand for oil and gas stocks due to rising commodity prices, and its average beta of 0.81 over the past five years indicates lower volatility compared to the overall market.
- Growth Potential Investment: Allocating funds to Alphabet (NASDAQ: GOOG) leverages the company's diversified assets across YouTube and Google Search, showcasing strong financial health with a staggering $160 billion in profit over the past four quarters, representing a low-risk growth opportunity.
- Cutting-Edge Biotech Investment: Choosing CRISPR Therapeutics (NASDAQ: CRSP) for its significant growth potential, despite being unprofitable, it has a market cap of $5 billion and over $2 billion in cash to support its gene-editing therapies, positioning it well for future commercialization efforts.
See More
