AI Needs Power: 5 Dividend Stocks Quietly Funding the Datacenter Boom 24

“AI offers huge potential in driving demand and empowering better brand experiences, and the key to supporting that is close alignment around buyer needs and priorities. 61% of marketers use intent data to identify and ai demand generation prioritize accounts for targeting The rise and fall of the AI hype cycle has led to increased scrutiny surrounding the utility and validity of AI-powered solutions.

AI research lab Anthropic announced Monday that it signed a new agreement with Google and Broadcom for increased processing and compute capacity to power its Claude AI models. They’ve done so in pursuit of the construction jobs, local tax revenue and future business opportunities that data centers can offer. Artificial intelligence has developed rapidly in recent years, with tech companies investing billions of dollars in data centers to help train and run AI models. Oxford Economics was founded in 1981 as a commercial venture with Oxford University’s business college to provide economic forecasting and modelling to UK companies and financial institutions expanding abroad. Demand from major customers was increasing across the board – including HBM, dynamic random access memory and enterprise solid-state drives – while suppliers struggled to increase output, said Kim Woo-hyun, chief financial officer of SK Hynix, at the earnings call. These techniques make models smarter, safer, and highly specific to business needs.

Connect to your CRM, learn from your data, and measure initial outcomes. As we go into the future, AI agents will improve productivity 10X for humans. They are not only automating things but they are aiding to orchestrate outcomes. Businesses running on HubSpot AI have experienced a reduction of 35% in manual sales tasks and an increase in process efficiency levels.

The Human-AI Partnership in Demand Generation

Provide Jason with your company info, product details, objection handling. It adapts to local business tone and cultural nuance, so every message feels native to the market. Jason engages prospects in 50+ languages across Europe, Asia, Africa, and beyond. Each message is personalized, referencing their company’s latest news or challenges. Jason reaches prospects via email and LinkedIn, keeping your outreach multi-channel.

Chevy built an all-American EV truck — why is nobody buying it?

The keynote concluded with recognition of the more than 15,000 student innovators who participated in the AMD AI Robotics Hackathon in partnership with Hack Club. Advancing the Genesis Mission and the future of AI innovationLisa Su was joined on stage by Michael Kratsios, Director of the White House Office of Science and Technology Policy, to discuss the role AMD has in the U.S. government’s Genesis Mission. From automotive digital cockpits and smart healthcare to physical AI for autonomous systems, including humanoid robotics, the new P100 and X100 Series processors deliver high performance, efficient AI compute for the most constrained embedded systems.

As LLMs (like GPT-4, Claude, and Gemini) move from experimentation to production, enterprises need professionals who understand not just what to ask these models, but how to ask. As large language models (LLM) turn into researchers and recommenders, demand gen teams must rethink how they show up, earn trust, and influence decisions. This can include multiple researchers from the same company, synchronized engagement across channels, or increased activity around peer reviews.

Marketing budgets have flatlined at 7.7% of company revenue — the same level as 2024 — and nearly 6 in 10 CMOs say that's not enough. Gartner's 2025 CMO Spend Survey of 402 marketing leaders found that marketing budgets have flatlined at 7.7% of company revenue, with 59% of CMOs saying their budget is insufficient to execute their strategy (Gartner, 2025 CMO Spend Survey). At the same time, 69% of those buyers chose a different vendor than they originally planned based on AI chatbot guidance — and 1 in 3 purchased from a company they'd never heard of before. Smart Cities and Edge AI PacketLight provides secure, high-speed backhaul from edge AI sites to central clouds, supporting inference from cameras, sensors, and autonomous systems. AI-as-a-Service (AIaaS) and GPUaaS Cloud and GPUaaS providers use PacketLight’s open, scalable DWDM solutions to interconnect regional AI training zones and GPU clusters—enabling high-throughput, secure infrastructure for elastic, multi-tenant AI workloads. GPU Cluster Interconnect PacketLight connects GPU clusters within metro campuses, delivering encrypted, deterministic 400G–800G links for synchronous model training.

Unlike rigid platforms, which identify in advance those with more intent to buy and minor changes occur in real time. Prospecting through email and LinkedIn results in improved returns on investment without headcount increases. The outbound processes are automated using intent generation agents to research prospects. They allow hyper-personalization to increase at a scale. As an example, an AI agent could resolve intent data based on activities such as site visits or engagement in a social media account.

Southern Company (SO): Georgia Power Is the Data Center Magnet

Given the hybrid nature of the new marketplace, CPG firms will need to partner with both LLMs and retailers in order to make the right decisions. Unilever teams explicitly manage for a retailer’s search, algorithms, and generative answers, not just paid media. A company’s own website or app can also serve to inform innovation.

Budget Priorities and Investment Trends

Customers’ prompts provide L’Oréal with data for future offerings and inform how the company talks about them. Sales at Samsung’s contract chipmaking business grew in the three months to December, with a recovery expected in its business in the current quarter, the company said. To be clear, Oklo doesn't yet generate meaningful revenue, and the company's future hinges on the eventual regulatory approval for its next-generation small modular reactors.

Proving value is key, and AI agents make it easy with built-in tracking. It is an innovative approach not only to streamline things but also to make a substantial increase in overall. Through large datasets, they identify some promising prospects, and as such, sales teams can focus on these opportunities with the greatest potential. In general, it streamlines selling funnels and increases the rates of conversion. The AI lead nurturing systems are very outstanding in carrying out timely follow-ups so that your business is constantly at the forefront. Companies combine AI efficiency with real human connection to form better relationships, increase conversions, and generate sustainable growth.

• B2B marketers struggling to measure cross-channel and cross-campaign impact
• The company has agreed to buy about half of the carbon credits…
• Companies are embedding generative AI into internal tools, customer experiences, and content pipelines.
• Key trends include agentic AI handling more operational work, deeper tracking of dark social, consolidation of tech and ownership under RevOps, the decline of MQL-centric reporting, and generative AI embedded across all buyer touchpoints.

Through that period, though, data centers’ demand for power remained flattish, at about 200 terawatt-hours per year. Along the way, the carbon dioxide emissions of data centers may more than double between 2022 and 2030. In the US and Europe, this increased demand will help drive the kind of electricity growth that hasn’t been seen in a generation. At present, data centers worldwide consume 1-2% of overall power, but this percentage will likely rise to 3-4% by the end of the decade. For years, data centers displayed a remarkably stable appetite for power, even as their workloads mounted.

Why It’s in Demand:

Hyper-personalization at this level transforms the buying experience from generic pitches to experiences where prospects feel understood long before speaking to a salesperson. Historically, ABM was high-touch and difficult to scale, but AI for account-based marketing now enables account-based B2B demand generation with AI across hundreds or thousands of key accounts. This shift replaces the old MQL model with account-based opportunity scoring, where AI-driven marketing insights for B2B demand generation evaluate the collective behavior of buying committees across an account. Intelligent lead generation is the discipline of decoding digital body language—webinar registrations, whitepaper downloads, reviews, social engagement—to separate passive interest from active demand.