New research forecasts massive AI data center investments in the next five years, with the problem of how to power the facilities playing right into the hands of an important Club portfolio stock. JPMorgan estimated the buildout of global data centers, AI infrastructure, and related power supplies could cost more than $5 trillion between 2026 and 2030. "The scale of demand for compute remains astronomical," the analysts wrote in a Monday note to clients. They said that data center infrastructure installation during the period will grow at a "rapidly accelerating rate" as well. Scaling to such heights won't come easily. Data center growth is being constrained by several factors, according to JPMorgan, including "real estate, energy and power, water, commodity prices, and capital." The analy

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