--- title: "‘Power Shortage Is Real’: Cantor Names 2 AI Infrastructure Stocks as Top Picks" type: "News" locale: "en" url: "https://longbridge.com/en/news/282669334.md" description: "Cantor analyst Brett Knoblauch highlights the growing demand for AI infrastructure, emphasizing the need for more data centers and energy capacity. He identifies TeraWulf (WULF) as a top pick, noting its significant growth potential and sustainable energy practices. WULF has seen a 687% increase in stock value over the past year and is projected to continue rising, with a target price of $30, indicating a 54% gain potential. The stock has received unanimous positive ratings from analysts, reflecting strong investor interest in AI infrastructure." datetime: "2026-04-14T10:05:42.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282669334.md) - [en](https://longbridge.com/en/news/282669334.md) - [zh-HK](https://longbridge.com/zh-HK/news/282669334.md) --- # ‘Power Shortage Is Real’: Cantor Names 2 AI Infrastructure Stocks as Top Picks The digital landscape has entered a period of meaningful change. AI is moving into a wide range of industries and is set to extend well beyond the traditional information economy. ### Claim 30% Off TipRanks Forget margin or options. Here's how the pros trade CORZ This expansion requires far more physical infrastructure than earlier waves of technology. Running AI models demands enormous computing power, which means more data centers, higher electricity use, and increasingly complex cooling systems. As a result, scaling AI is no longer just a software challenge – it depends on building out the hardware and energy capacity to support it. Cantor analyst Brett Knoblauch is watching this trend closely, and has laid out the key points for investors to focus on. “AI infrastructure is an attractive place to invest, given that investors are somewhat agnostic to which AI app or AI model emerges victorious. We envision a persistent supply/demand imbalance for the next 5+ years that caters to pricing remaining strong (both on GPU/hr and colocation rents). The largest companies in the world are all focusing on AI, which creates a supportive backdrop to those providing mission-critical AI infrastructure. The power bottleneck is real (we believe we are several GWs short this decade), yet we still see the market underappreciating the cash flow potential of those with access to available power,” Knoblauch opined. The analyst went on to pick out two names in AI infrastructure as Top Picks, shares that investors should consider buying to gain exposure to the sector’s long-term growth. That conviction is echoed across Wall Street, with the TipRanks database showing both stocks have drawn enough Buy ratings from other analysts to earn a Strong Buy consensus view. **TeraWulf (****WULF****)** TeraWulf, the first AI infrastructure stock we’ll look at here, lives in three vital tech fields at once: data centers, high-performance computing, and bitcoin mining. The company’s total infrastructure portfolio features 5 large-scale data center facilities it is either operating or developing – in New York State, Maryland, Kentucky, and Texas. Three of the sites were established on decommissioned industrial plots – two on the sites of coal-fired power plants and one in a repurposed industrial site – in locations that include preexisting power infrastructure. In aggregate, TeraWulf’s five facilities boast nearly 2.8 gigawatts of total infrastructure capacity for power and data center operations. Lake Mariner, the second-largest of these facilities, with a 750-megawatt infrastructure capacity, is located in Barker, New York, and, in addition to housing leasable high-performance computing and data center assets, also hosts TeraWulf’s bitcoin mining operations. In the 4Q25 financial release, TeraWulf reported securing significant new high-performance computing contracts for Lake Mariner, totaling 440 critical IT megawatts. This points up an important feature of TeraWulf’s operations: the company is directly profiting from the boom in AI by making AI-capable computing infrastructure available for long-term lease. TeraWulf’s facilities are based on sustainable energy production, with sufficient slack capacity to meet growing demand, and supported by solidly built, redundant fiber access and networking infrastructure. The company boasts that it maintains compliance with all local, state, and federal regulatory requirements and standards for energy production, physical facility safety, and security. WULF shares have seen tremendous growth in recent months. Over the past year, the stock is up over 687% and has gained 69% just in 2026. But there’s more upside on the way, according to Cantor’s Brett Knoblauch. The analyst lays out the bull case, writing, “What makes WULF our top pick is the combination of the deals that WULF has signed, as well as the attractiveness of its pipeline and how it could convert to medium-term colocation revenue. WULF has enough capacity today to meet its annual target of contracting 250-500 MW of IT load for the remainder of the decade. If WULF were to fully execute on its pipeline and lease everything out, we see upside to $72/share. This also ignores additional capacity expansion at new sites, which WULF has yet to close on. WULF has arguably the best power team in the space; thus, we believe there should be some premium to WULF given its ability to grow its pipeline with attractive sites.” These comments support the analyst’s Overweight (i.e., Buy) rating on WULF shares, and his $30 price target points to a 54% gain in the next 12 months. (To watch Knoblauch’s track record, click here) All 9 of the recent analyst reviews here are positive, making the Strong Buy consensus rating unanimous. The stock is priced at $19.45, and its $26.25 average target price implies a one-year upside potential of 35%. 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