These are the must-have stocks for the new industrial revolution.The largest tech companies are spending tens of billions of dollars on data centers to meet growing demand for artificial intelligence (AI). These are massive expenditures, but they all make sense considering how transformative AI technology is expected to be for the economy. For example, Morgan Stanley recently estimated that the long-term efficiencies from AI could be worth $40 trillion.If that estimate is anywhere close to accurate, investo ...