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AI Data Center Backlogs Surge | Durham News
Wall Street’s hottest story? Massive order backlogs flooding AI and data center stocks. Super Micro’s backlog? Over $60 billion—nearly triple next year’s projected sales—with margins jumping to 15-17%, setting up huge earnings surprises. GE Vernova missed earnings slightly, but its backlog surged 88% to $176 billion, five times next year’s sales. Bloom Energy’s $20 billion backlog equals ten times projected sales. These AI-driven projects are expected to keep companies busy through 2029. Energy stocks lead earnings growth, followed by tech and materials—making now a prime time for investors…
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