Tech giants are about to drop $400B on data centers this year. Here's the thing though—instead of chasing the big names, some smart money's eyeing a different play. The real opportunity? Companies building these massive facilities and the energy providers keeping them running. Think about it: someone's gotta supply the infrastructure and power for all that compute. While everyone's focused on the headline players, the picks-and-shovels approach to this data center boom might be where the alpha is hiding.