Texas Instruments’ chip sales to data centers jumped 70% in 2025, signaling a surge in demand for the infrastructure powering artificial intelligence.
beyond Nvidia: The Unsung Heroes of the AI Boom
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Analysts are spotting investment opportunities beyond the obvious AI chipmakers.
- While Nvidia grabs headlines,companies enabling AI’s infrastructure-like Texas Instruments-could be poised for growth.
- Increased demand for data centers is driving a need for reliable power solutions, benefiting companies like bloom Energy.
- Brookfield Renewable offers a possibly lucrative play for dividend investors capitalizing on the AI energy boom.
For artificial intelligence to function, it requires not only powerful software but also robust hardware. Companies like Nvidia and SoundHound have understandably attracted significant Wall Street attention.However,as more businesses adopt AI,the demand for the underlying infrastructure is growing exponentially. This includes the data centers that host AI.
Texas Instruments recognizes the potential of this market, so much so that it now reports data center sales as a separate category. The company reported a 70% increase in sales within this segment in 2025, a clear indication of rapid data center expansion.
Powering the Future: Bloom Energy and Brookfield Renewable
This surge in data center demand naturally translates to increased power requirements. Data centers simply cannot operate without a consistent and reliable electricity supply. Two companies positioned to capitalize on this trend are Bloom Energy (NYSE: BE) and Brookfield Renewable (NYSE: BEP)(NYSE: BEPC).
Bloom Energy manufactures hydrogen power cells and electrolyzers. Its advantage lies in speed; its power solutions can often be deployed more quickly than traditional utility infrastructure. The company identifies seven distinct sales avenues within the AI sector, encompassing data center operators, energy companies, and utilities.
Bloom Energy has already secured agreements with American Electric Power and Brookfield Asset Management to support thier AI initiatives.
brookfield Renewable, a globally diversified clean energy company managed by Brookfield Asset Management, is already supplying electricity to AI customers, including Microsoft and Google. For investors seeking income,Brookfield Renewable’s partnership class offers an attractive dividend yield of 5.2%.
A long-Term Trend
With the core technology for AI now established, the focus is shifting to widespread implementation. Companies like Texas Instruments, Bloom Energy, and Brookfield Renewable are playing a crucial role in this process. this investment opportunity is expected to unfold over several years, with 2026 potentially marking just the beginning.
