Looks like major shifts are happening in the AI infrastructure game. With investments flowing into U.S. data centers and energy infrastructure, we're seeing real capital reallocation toward powering the next generation of AI servers. The energy crunch is becoming the real bottleneck—not just chips anymore. This matters for market watchers because it signals where big money thinks the returns are. When institutional capital locks into physical infrastructure like this, it typically indicates confidence in sustained AI demand and, by extension, the tech ecosystem fueling everything from cloud services to emerging digital platforms.