Is This Sector the Hidden Bottleneck of the AI Boom? (Hint: It's Not Semiconductors.)

As data centers fuel economic growth in the U.S., the demand for water as a cooling resource is emerging as a critical factor in the AI boom. Companies like Xylem and American Water Works are set to benefit from this trend, with Xylem focusing on innovative water management technologies and American Water Works expanding its infrastructure to meet increasing needs. Both firms are well-positioned to capitalize on the rising water consumption linked to AI data centers, despite potential market risks.