Smaller companies are rising quickly to challenge Big Tech as AI 's best trade

Recently, as demand for AI surges, smaller companies are rising to challenge Big Tech. Notably, reliable power supply, nuclear investments, data center efficiency, and grid capacity are now key drivers of stock returns within the AI theme. This trend has the potential to transform traditional business models and presents new opportunities for investors. Innovations aimed at improving data center efficiency and transitioning to sustainable energy sources are especially noteworthy. Additionally, AI-related firms are evolving their strategies to maximize short-term returns through cost reductions and productivity improvements. In the future, these companies may take the lead in the market, creating an entirely new competitive landscape. As AI technology fundamentally changes business dynamics, investors need to prepare to ride this wave.