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Oracle targets 100% carbon-free power for AI data centers by 2035 with a major 1.7 GW wind energy investment in Texas.
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As AI development shifts from infrastructure build-out to implementation and integration, five ETFs are positioned to benefit from the next phase: semiconductor, cloud computing, software, cybersecurity, and smart grid infrastructure sectors. The article suggests investors consider diversified exposure to these emerging opportunities rather than concentrating on individual stocks.
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