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: 384.840
Low
255.00
Averages
336.08
High
400.00
Current: 384.840
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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See More
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See More
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- Proprietary CPU Development: ByteDance is developing its own central processing units (CPUs) to support its growing AI infrastructure needs, aiming to mitigate reliance on external suppliers amid soaring chip prices and supply shortages.
- Intensifying Market Competition: As global hyperscalers like Google, Amazon, and Microsoft also develop custom CPUs, ByteDance's initiative signifies a rapid industry shift towards inference computing, which could impact its competitive position in the AI sector.
- Dual Architecture Strategy: ByteDance is pursuing two chip architecture tracks based on Arm and the open-source RISC-V instruction set architecture, allowing it to evaluate which design best suits its long-term data center requirements and maintain flexibility in technology choices.
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See More
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- Legal Consequences: Charged with money laundering, commodities fraud, and wire fraud, Spagnuolo was arrested in New York and released on a $2.25 million bond, reflecting the importance of integrity in financial markets.
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