As semi-companies continue to hit record highs, some analysts are looking beyond chips to other sectors to find the next wave of possible AI beneficiaries.
According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure.  📈 This includes server rooms, servers, networks, and internet power...

Bank of America Merrill Lynch said in its latest research report that with the rapid development of AI technology, the electricity demand of the US power grid will face unprecedented growth. 📈 From 2023 to 2030, U.S. electricity demand is expected to grow at a compound annual growth rate (CAGR) of 2.8%.
Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...