The AI Data Center Trade: Why Bloom, Nebius, and Credo are Ripping

About this episode

The episode discusses the impact of AI on data centers and the infrastructure build-out, featuring insights on Bloom Energy, Nebulous, and Credo, along with Meta's ad revenue growth and the potential disruption from AI agents.

In this episode of Milk Road AI, analysts Vincent and Melvin break down their latest 50% gainers, specifically highlighting how Bloom Energy (BE) is solving data center power bottlenecks with 90-day off-grid deployments. The team debates the "hot money" into the AI hardware stack, including deep dives into Nebulous and Credo’s role in the massive infrastructure build-out. We also explore Meta’s staggering ad revenue growth, and whether the rise of AI agents will eventually disrupt social media and e-commerce moats. ~~~~~ ⁠⁠⁠🥛 ⁠Don't miss another minute of Milk Road AI; get our newsletter directly in your inbox twice a week.⁠⁠⁠ ~~~~~ ⁠⁠⁠⁠⁠⁠⚡Wealth is evolving, use Nexo to earn, borrow, and trade crypto all in one secure platform.⁠⁠⁠⁠⁠⁠ ⁠⁠🧾 Turn your crypto tax nightmare into an IRS-ready report in minutes with Summ, start free and get 20% off with code MILKROAD20.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ 🔧 Tools & Channels ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🥛 ⁠ ⁠⁠⁠Go PRO and become a better investor.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/MilkRoadAI⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👉 YouTube…

People in this episode

Hosts: Vincent, Melvin

Topics covered

• AI hardware
• data centers
• infrastructure
• ad revenue growth
• AI agents
• social media
• e-commerce

Keywords

• AI
• data centers
• Bloom Energy
• Nebulous
• Credo
• Meta
• ad revenue
• infrastructure
• AI agents
• social media

Sponsors

Nexo, Summ

Mentioned in this episode

Organizations: Bloom Energy, Nebulous, Credo, Meta

More episodes of Milk Road AI

• The Next Micron? This AI Stock Is Flying Under The Radar · June 12, 2026 · 36 min
• The $1 Trillion Tech Sell-Off: Panic or the Best Entry of the Year? · June 10, 2026 · 44 min
• A 200x Market Almost Nobody Is Talking About Yet · June 3, 2026 · 45 min
• The AI Model With An Unfair Advantage Over ChatGPT · June 1, 2026 · 40 min
• Why NeoClouds Could Become The Biggest AI Winners · May 27, 2026 · 38 min
• What The Economy Looks Like When Machines Can Pay Each Other · May 25, 2026 · 32 min