Editor’s Note: Before you begin your report “The $10 Trillion AI Infrastructure Boom,” we wanted to share this insight from our technology expert Keith Kohl. Keith has been pounding the desk about “Trump’s Genesis” plan, and believes it could be a huge opportunity for investors in the know. Here’s what Keith has to say…
ALERT: Washington Just Launched Its Countermove in the AI Race
China Is Mobilizing to Win the AI Race —
Trump Just Launched His Counterattack
Nvidia CEO Jensen Huang recently issued a blunt warning…
“China is going to win the AI race.”
And Beijing is acting like it.
Building massive AI data centers. Expanding chipmaking capacity. Accelerating quantum research.
China is mobilizing to dominate the next generation of computing.
President Trump has now responded with a new initiative known as the “Genesis Mission” — a Manhattan Project-style push to secure U.S. dominance in AI and the infrastructure required to power it.
Because if China wins this race, they don’t just dominate markets…
They set the standards that shape how AI develops across the global economy.
That’s why Genesis isn’t just another research program.
It’s a strategic mobilization.
And when a technology race shifts from innovation to infrastructure, capital moves quickly.
New computing systems are deployed.
New semiconductor capacity is built.
And enormous amounts of electricity are required to power it all.
The companies supplying that backbone often see demand surge first.
Three little-known companies are already positioned inside this build-out.
Federal timelines are being set. Capital is being deployed. Capacity is being locked in.
The mobilization is already underway.
Most investors won’t recognize this shift until it’s already reflected in prices.
Click here to see the three companies positioned at the center of this build-out.
The $10 Trillion AI Infrastructure Boom
It started with a single transistor.
In 1947, three scientists at Bell Labs — Shockley, Bardeen, and Brattain — held a tiny sliver of germanium between two gold contacts and watched electricity flow through it in a way no one had ever seen before.
They had no idea what they were holding.
Within a decade, that sliver would become the foundation of the entire modern world. Computers. Satellites. Telecommunications. The internet. Every digital screen you’ve ever looked at traces its ancestry back to that cold December morning in New Jersey.
But here’s what most people miss about that moment…
The transistor itself wasn’t the fortune.
The real money went to the people who built the world around it. The power plants that fed the factories.
The copper mines that wired the cities. The industrial infrastructure that made the transistor useful.
History doesn’t repeat. But it rhymes with a vengeance.
We’re Living It Again Right Now
Right now, in 2026, we are watching the birth of something that makes the transistor revolution look like a warm-up act.
Artificial intelligence.
Not the sci-fi Hollywood version. Not chatbots and party tricks. I’m talking about the deep, industrial-scale AI that’s already redesigning drug discovery, rewriting financial modeling, autonomously managing global supply chains, and — most importantly for investors — demanding an infrastructure buildout unlike anything in human history.
The numbers are almost incomprehensible.
By 2030, global AI infrastructure spending is projected to surpass $10 trillion.
Ten. Trillion. Dollars.
That’s roughly half the GDP of the United States — spent in six years on the physical backbone required to run artificial intelligence at scale.
And most investors are still looking in completely the wrong place.
The Picks and Shovels Play Nobody is Talking About
Everyone knows NVIDIA. Everyone owns a piece of Microsoft or Amazon.
But the $10 trillion AI buildout doesn’t run on chips and cloud software alone.
It runs on power.
Every major AI data center being constructed today consumes between 100 and 500 megawatts of electricity. That’s the equivalent of a small city — humming 24 hours a day, 365 days a year, doing nothing but processing AI requests.
Microsoft has committed to spending $80 billion on AI data centers. Google: $75 billion. Amazon: $105 billion. And according to Goldman Sachs, consensus hyperscaler capex estimates have run too low for two consecutive years — the actual numbers exceeded expectations by 50% both in 2024 and 2025.
Where does all that electricity come from?
Not from the aging grid. Not from intermittent solar panels. Not from wind farms that go quiet when the air sits still.
The AI revolution runs on reliable, dispatchable baseload power — and right now, the only things that can deliver it at the scale AI demands are natural gas, nuclear energy, and the copper wire that connects all of it.
That’s the real opportunity here.
While the crowd chases AI software stocks trading at 40x revenue, the smart money is quietly accumulating positions in the power infrastructure plays that every AI data center on earth will depend on for the next two decades.
I’ve identified three companies sitting directly in the path of this wave. Let me tell you about each one.
PICK #1: GE VERNOVA (NYSE: GEV) — The Power Behind the Power
If you wanted to build a company specifically designed to profit from the AI infrastructure boom, you’d build GE Vernova.
GE Vernova operates as a pure-play power infrastructure company following its spin-off from General Electric in 2024. The company manufactures gas turbines, wind turbines, grid solutions, and electrification equipment that powers everything from residential homes to massive industrial facilities.
And the AI data center boom has turned its order book into something extraordinary.
In Q1 2026, GE Vernova booked $18.3 billion in orders — up 71% organically — on revenue of $9.30 billion. The Electrification segment alone took in $2.4 billion in data center equipment orders in a single quarter, exceeding the full-year 2025 total.
Read that again.
One quarter of data center equipment orders exceeded the entire prior year. The demand isn’t slowing — it’s accelerating.
Gas turbine prices have climbed roughly 300% over the past three years, and the company expects them to keep rising as hyperscalers scramble to lock in on-site generation for AI. That’s not a commodity business anymore. That’s a business with pricing power most industrial companies can only dream about.
Management raised full-year 2026 guidance, with revenue now expected between $44.5 billion and $45.5 billion — a $500 million increase from previous projections.
GEV has surged roughly 700% from its April 2024 IPO. But with Goldman Sachs projecting data center power demand rising 165% by 2030, the runway ahead is longer than the runway behind.
Every megawatt of AI compute capacity that gets built anywhere in the world passes through an order book at companies like GE Vernova. You can own a piece of that order book.
PICK #2: CONSTELLATION ENERGY (NASDAQ: CEG) — America’s Nuclear Powerhouse
Nuclear energy was supposed to be dead.
For three decades, no one built a new plant in America. Regulators, activists, and cheap natural gas conspired to make nuclear energy the industry nobody wanted.
Then AI came along and changed everything.
Constellation Energy is the largest U.S. nuclear power plant operator, and it cemented the direct growth link between nuclear power and AI when it secured a 20-year power purchase agreement with Microsoft in September 2024 — a deal that will see Constellation restart Three Mile Island Unit 1 to help power Microsoft’s artificial intelligence goals.
Three Mile Island. The most infamous nuclear facility in American history. Restarted specifically to power AI data centers.
That’s how serious the power demand problem has become.
CEG’s 21 nuclear reactors across 12 sites from the Midwest to the Northeast achieved a 98.8% operating rate during the summer of 2025, reliably powering about 16 million homes and businesses.
And the contracts keep coming. In June 2025, Meta Platforms signed a 20-year energy deal with CEG for supplying 1.1 gigawatts of nuclear power to its growing AI data centers in Illinois.
Twenty-year contracts. Locked in. With the biggest technology companies in the world.
CEG increased its dividend by 10% in 2025 after boosting its payout by 25% in 2024. The company is expected to grow adjusted earnings by 22% in 2026, supported by the Nuclear Production Tax Credit.
This isn’t a speculative play on nuclear’s future. It’s a cash-generating machine with two-decade revenue visibility, backed by the most creditworthy customers on the planet.
PICK #3: FREEPORT-McMoRan (NYSE: FCX) — The Copper King the AI Boom Can’t Live Without
Here’s the one most people miss entirely.
Every data center. Every power line running to that data center. Every transformer, every generator, every cooling system, every electric motor in this entire buildout requires one thing above all else.
Copper.
Lots of it.
The International Energy Agency has flagged that existing and planned mines can meet only about 70% of projected 2035 demand. Wood Mackenzie has estimated that a refined-copper deficit of 304,000 tonnes already materialized in 2025, with a wider gap expected in 2026.
And management at Freeport-McMoRan anticipates a global copper deficit of 320,000 tons in 2026, with inventories at just 14 days of demand.
Fourteen days.
In a supply chain where AI hyperscalers are committing hundreds of billions to multi-year construction projects, fourteen days of inventory buffer is essentially nothing.
Freeport-McMoRan is the world’s largest publicly traded copper producer. Its portfolio includes the Grasberg minerals district in Indonesia — one of the largest copper and gold deposits on earth — plus major operations in Arizona and Peru.
Copper prices are near historic highs, driven by what analysts are calling an “AI Squeeze,” and the long-term supply problem did not appear overnight. Ore grades at legacy mines have fallen roughly 40% since 1991, leaving operators to either squeeze diminishing returns out of aging sites or navigate years-long permitting battles to access newer deposits.
You can’t build a new copper mine overnight. It takes 10–20 years from discovery to production. The companies that already own the copper in the ground — companies like FCX — are in a position that cannot be replicated at any price.
Freeport reported strong Q1 2026 earnings of $881 million in net income and $6.23 billion in revenue, even while navigating an operational disruption at Grasberg. When that mine returns to full production capacity — and it will — the free cash flow generation will be considerable.
THE BOTTOM LINE
The California Gold Rush made a handful of miners rich.
It made thousands of people wealthy — the ones who sold the shovels, the picks, the denim, the lumber, and the rail ties.
The AI infrastructure boom is the greatest “picks and shovels” opportunity of the 21st century.
GEV builds the turbines that generate the power. CEG runs the nuclear plants that supply it under 20-year contracts. FCX mines the copper that wires all of it together.
Three companies. Three different positions along the same unstoppable supply chain. All of them trading at a fraction of the valuations Wall Street assigns to AI software companies — with far more durable, defensible business models.
If you want my full research on these names — including specific entry points, price targets, and the additional infrastructure plays I consider most compelling in this buildout — it’s all inside my premium research service, the R.I.C.H. Report.
The transistor was obvious in hindsight.
These three will be too.
Get to the good, green grass first…
The Prophet of Profit,
Brian Hicks