Vertiv and 2 More Stocks That Will Win From the ‘Jevons Paradox’ - Barron's

1. A Chinese AI model could challenge U.S. tech spending plans. 2. META's capex expected to reach $283 billion by 2026, despite AI cost concerns. 3. Lower AI costs may increase demand, impacting data-center capacity growth. 4. Predictions for U.S. electricity demand growth hold steady at 2.8% annually. 5. Investors are cautious following major stock declines among related manufacturing companies.