The AI infrastructure buildout is colliding with physical reality. Power grids are overwhelmed, equipment lead times stretch toward the end of the decade, and 30%-50% of 2026 data center projects face delay or cancellation risk — yet hyperscalers show no signs of pulling back, with AI infrastructure spend on pace to eclipse $1 trillion in 2026. The question is no longer whether capital will be deployed. It is whether it will be deployed effectively – and which companies are positioned to capture value as execution separates winners from losers.
Join CFRA's fundamental research team as we cut through the noise to identify the most compelling risk/reward opportunities heading into 2H 2026 — and where risks remain underappreciated by the market — across power equipment manufacturers, utilities, real estate services, and technology.
During this session, we will:
- Identify CFRA’s highest-conviction AI infrastructure ideas across Information Technology, Industrials, Utilities, and REITs
- Outline CFRA’s data center capex outlook and key demand drivers for 2H 2026
- Explain why 30%-50% of 2026 data center projects face delay or cancellation risk
- How the Utilities sector plans to meet skyrocketing electricity demand while combatting affordability concerns
- Examine how "Bring Your Own Generation" (i.e., on-site power self-sufficiency by data center operators) is creating structural pricing power for power equipment manufacturers
- Assess which chipmakers are best positioned for content share gains and downside tail risks the market may be underpricing
- Evaluate which data center REITs are best insulated from power constraints and construction delays
