In a recent interview, Mark Zuckerberg of Meta stated that energy limitations will impede the expansion of AI data centers. Previously, there were also views expressing that energy is a key factor limiting AI development. In January, OpenAI CEO Sam Altman also pointed out at the World Economic Forum in Davos that artificial intelligence will consume more electricity than people anticipate, and future develop...
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...
A quick post. I was working on a longer one but i threw my back out and so i covered myself in icy hot and fell asleep 🤣 I wanted to get a post out because we are at a pivitol area in the markets. I still expect a larger drop coming, I would watch for Israel to hit nuclear facilities in Iran, which would lead to more selling as it would show an escalation and a nuclear element. Powell speaks on Tuesday. Powell has been dovish because he has to. he must talk down inflation because ...
Energy stocks are outpacing the$標普500指數(.SPX.US)$'s 9.1% gain this year to date after the sector emerged as the top performer among the index's 11 sectors in March. So far this year, the sector is the second-best performer after only the megacap-tech-heavy communication-services group. The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
Vistra Energy股票討論區
電力是關鍵
專欄Zuckerberg Warns of Energy Challenges in AI Data Center Expansion: Which Stocks to Watch?
Previously, there were also views expressing that energy is a key factor limiting AI development. In January, OpenAI CEO Sam Altman also pointed out at the World Economic Forum in Davos that artificial intelligence will consume more electricity than people anticipate, and future develop...
Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️
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...
Next AI Trading - Energy?⚡
Leading analysts have also pointed out that as AI infrastructure construction progresses, the power infrastructure and energy sector will become a major trading theme...
UPDATE April 15
I wanted to get a post out because we are at a pivitol area in the markets. I still expect a larger drop coming, I would watch for Israel to hit nuclear facilities in Iran, which would lead to more selling as it would show an escalation and a nuclear element. Powell speaks on Tuesday. Powell has been dovish because he has to. he must talk down inflation because ...
專欄The Power Behind Wall Street's 2024 Energy Stocks Rally: Climbing Oil Prices, Geopolitical Risks, AI Boom and More
The surge in energy stocks in 2024 isn't just due to climbing crude oil prices, which are at...
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