The AI boom is reshaping where smart money flows. While major tech players pour billions into powering their data centers, Tortoise Capital's Matt Sallee suggests a contrarian play: skip the tech giants and look downstream. His take? The real winners might be energy providers and the component manufacturers supplying this infrastructure buildout. It's a classic picks-and-shovels strategy—during a gold rush, sometimes selling equipment beats mining gold yourself. As AI's appetite for electricity grows exponentially, the companies keeping those servers running could offer more predictable returns than the headline-grabbing tech firms.