David Wagner picks Quanta Services, Amphenol for AI power bottleneck

The article highlights a growing concern in the AI sector: the immense power required to run AI models and data centers. While much attention has focused on chipmakers like Nvidia, David Wagner's picks shift the focus to the physical infrastructure needed to support AI's energy consumption. Quanta Services and Amphenol are seen as beneficiaries of this trend, as they provide the electrical and connectivity components essential for AI facilities.

This suggests that investors are looking beyond software and chips to the enabling hardware and services. The choice reflects a broader recognition that AI's growth depends on solving the energy puzzle. Whether these companies can effectively address the bottleneck remains to be seen, but their role underscores the importance of infrastructure in the AI supply chain.