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Raoul Pal Says There’s ‘Almost No Way’ AI Data Centers Don’t Trigger a Supercycle — 3 Stocks Positioned to Benefit

Sep 8, 2026 · 05:39 AM ET· updated 1h ago
Raoul Pal Says There’s ‘Almost No Way’ AI Data Centers Don’t Trigger a Supercycle — 3 Stocks Positioned to Benefit

Data centers are being built at less than a third of the pace the AI race demands, says macro investor Raoul Pal.

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Why It Matters

Companies are building places where AI computers live slower than AI companies need them. This could mean the companies that build these data centers might stay busy for a long time.

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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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