In the mid-2020s, the physical infrastructure powering artificial intelligence—vast data centers humming with servers—has emerged as one of the defining investment narratives of the era. Three companies at the center of this build-out are projecting forward earnings growth averaging 296 percent, a figure that speaks less to speculation than to a structural scarcity: the world is running out of places to compute. As major financial platforms align around the same recommendation, the question is not whether the boom is real, but how long the window remains open for those who have yet to enter.