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Title	Capital Thinking: The ‘Picks and Shovels’ in Today’s Data Center Gold Rush
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Detail	It may be too soon to pick long-term winners in the current AI gold rush, but an immense investment opportunity lies with modern-day ‘pick and shovel’ companies—design firms, contractors and others responsible for creating and powering the vast data centers that underpin the technology—a steady and often overlooked sector now heavily relied on.
Country	United States of America
Source	ENR - Engineering News-Record
Regions	APEC Countries North America Northern America
Sectors	Construction Energy-Power and Electrical Computer Hardwares and Consumables
Published Date	27.11.2025
Original Url	Original Url
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Title
Capital Thinking: The ‘Picks and Shovels’ in Today’s Data Center Gold Rush
Detail
It may be too soon to pick long-term winners in the current AI gold rush, but an immense investment opportunity lies with modern-day ‘pick and shovel’ companies—design firms, contractors and others responsible for creating and powering the vast data centers that underpin the technology—a steady and often overlooked sector now heavily relied on.
Country
United States of America
Source
ENR - Engineering News-Record
Regions
APEC Countries North America Northern America
Sectors
Construction Energy-Power and Electrical Computer Hardwares and Consumables
Published Date
27.11.2025
Original Url
Original Url
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