Order Pad: AI-Powered Energy Boom – Investing in Quanta, Fluor, Vertiv & Equinix for the Data Centre Revolution
In this Order Pad episode of Talk Money To Me, Felicity and Candice dive deep into one of the most under-appreciated parts of the AI boom – the massive energy infrastructure buildout powering data centres, high-performance computing, and the next wave of digital transformation.
Recorded: 12 August 2025
What You’ll Learn in This Episode:
Why AI is driving a global energy crunch — and what policymakers and investors are missing.
The investment case for Quanta Services (NYSE: PWR) – the grid-modernising compounder wiring up hyperscale data centres.
Why Fluor Corporation (NYSE: FLR) is a…
The skinny
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