Reported 5 months ago
Investors are expanding their search for AI investment opportunities beyond traditional tech companies like Nvidia, with a focus on sectors such as electrical components, real estate investment trusts for data centers, and utilities. Companies like Amphenol Corp, AES Corp, and TD Synnex Corp have seen increased interest, along with a broader set of potential AI winners in infrastructure and utility sub-industries according to Goldman Sachs. The AI trend is expected to have far-reaching implications across various industries, with a growing recognition of the impact on electricity prices and energy consumption.
Source: YAHOO