First, identify who owns or builds these facilities; the #1 plays are public data-center owners/operators such as Equinix (EQIX) and Digital Realty (DLR), with CyrusOne (CONE), CoreSite Realty (COR), and QTS Realty (QTS) offering solid direct exposure. Second, gain indirect exposure through suppliers and tenants: Vertiv (VRT) provides essential data-center infrastructure equipment, while cloud giants with large owned footprints—Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL)—round out the ecosystem. Third, explore entrepreneurial opportunities in edge data centers, modular builds, and energy-efficient cooling or management services that help scale AI and latency-sensitive applications.