BofA Flags $5.5T AI Data-Center Materials Stocks

Bank of America identified 67 AI data‑center stocks with combined market cap about $5.5 trillion, focusing on materials and infrastructure exposure.
Top five ranked companies are Jiangxi Copper, Norsk Hydro, Kazatomprom, Ganfeng Lithium, and Lundin Mining, all supplying key metals for data centers.
The screen targets firms with Buy ratings involved in power supply, electrical, water infrastructure, and transition metals essential for AI‑driven data‑center expansion.
Overall list covers over 65 names across the data‑center supply chain, highlighting the broad material requirements for AI growth.