The demand for data centers is insane. It’s about to to double over the next three years. That means more power, more servers, and more infrastructure. The impact is already clear. Many AI infra stocks are crushing earnings and expectations. Earnings beats so far: Networking: $ALAB $ANET $CLS $RMBS $PI $FN Semis: $CDNS $WDC Energy: $GEV $GNRC Nuclear: $LEU $BWXT Data Centers: $APLD Electricals: $AMSC $NVT Infrastructure: $STRL $CECO Hyperscalers: $MSFT $META Data: $RDDT