One of the biggest themes fueling the capital markets right now is artificial intelligence (AI). What investors may not realize, however, is that there are many components of AI -- some of which sit quietly in the background.

One of the most important narratives emerging in the AI revolution is data centers. While megacap tech behemoths such as Nvidia have benefited greatly from surging demand for data center services, savvy investors understand that there are ample opportunities out there.

In particular, nuclear energy companies might be worth a look as data centers continue to witness outsize growth.

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Source Fool.com