5 COMPANIES powering the Al revlution The unsexy side of Al: Power. Chips. Servers

Описание: Key Takeaways:
"A recent McKinsey report shows that data center spending will exceed $7 trillion over the next five years, with 60% going directly to chips, servers, and network equipment. Tech giants like Microsoft, Alphabet, AMD, and Broadcom are increasing capital expenditures, investing heavily in AI hardware, infrastructure, and cloud services. Supercomputers, AI servers, and core data center components are the most certain investment opportunities, while there is no bubble in the server, power, and data center infrastructure sectors, which is precisely where long-term investors are focusing."