Data Center Stocks: AI Capex Boom Meets Power-Grid Bottlenecks — Today’s News and 2026 Outlook (Dec. 20, 2025)
December 20, 2025 — Data center stocks have become one of the market’s most crowded intersections: artificial intelligence demand on one side, and real-world constraints—power, land, permitting, and financing—on the other. The investment story isn’t just about more GPUs and bigger server halls. It’s increasingly about who can secure megawatts, finance the build, and turn capex into durable cash flow.
