The article looks at three US-listed growth stocks as power grid constraints tied to the AI build-out push companies to rethink how and where future growth comes from. NVIDIA, a chip designer supplying AI data center platforms, generates US$275.4 billion from Compute & Networking and US$27.6 billion from Graphics, with a market cap of US$5.4 trillion. Ionic Digital leases high-density data center infrastructure and also runs cryptocurrency mining, with US$163 million in revenue, while Palantir has a market cap of US$484.7 billion, with about US$3.2 billion from Government and US$2.9 billion from Commercial customers. The article notes these three are a small sample, as the same high growth screen surfaced 83 more companies.
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