Hidden AI stock plays: Here are the companies powering the next revolution

Yahoo Finance04-21

Time to step back from your Nvidia (NVDA) obsession for just a moment. AI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2429693497?lang=en_US&edition=fundamental","thumbnail":"https://s.yimg.com/uu/api/res/1.2/8pwI2fzky7vGhoBLoci6aQ--~B/aD0zMDcyO3c9NDYwODthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/d5127850-d4e9-11ee-adff-614f03b9bd3f","is_english":true,"pubTime":"2024-04-21 23:30","share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","id":"2429693497","market":"us","top_or_hot":-1,"title":"Hidden AI stock plays: Here are the companies powering the next revolution","media":"Yahoo Finance","content":"<div>\n<p>Time to step back from your Nvidia (NVDA) obsession for just a moment.\nAI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hidden-ai-stock-plays-here-are-the-companies-powering-the-next-revolution-153024331.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hidden AI stock plays: Here are the companies powering the next revolution</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHidden AI stock plays: Here are the companies powering the next revolution\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-21 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/hidden-ai-stock-plays-here-are-the-companies-powering-the-next-revolution-153024331.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Time to step back from your Nvidia (NVDA) obsession for just a moment.\nAI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment ...</p>\n\n<a href=\"https://finance.yahoo.com/news/hidden-ai-stock-plays-here-are-the-companies-powering-the-next-revolution-153024331.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NEE","symbol_name":"新纪元能源","start_time":0,"source_url":"https://finance.yahoo.com/news/hidden-ai-stock-plays-here-are-the-companies-powering-the-next-revolution-153024331.html","article_id":"2429693497","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/8pwI2fzky7vGhoBLoci6aQ--~B/aD0zMDcyO3c9NDYwODthcHBpZD15dGFjaHlvbg--/https://s.yimg.com/os/creatr-uploaded-images/2024-02/d5127850-d4e9-11ee-adff-614f03b9bd3f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2429693497","pubTimestamp":1713713424,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Time to step back from your Nvidia  obsession for just a moment.AI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment opportunity that’s currently under-appreciated by Mr. Market, according to Morgan Stanley.“The opportunity is around infrastructure… everything from power generation, power electronics, data centers — that growth rate is set to accelerate,” Morgan Stanley’s Stephen Byrd told Yahoo Finance Live .Generative AI processing, which is typically done on graphics processing units , requires way more power given higher computational requirements. That need for more power is fueling rapid growth of data centers across the country, which are pressuring the nation’s already strained power grid.“Data centers not only facilitate AI, but they're the backbone for our industries, for our commerce, for our transportation, for our health. These are mission-critical infrastructure. So it's going to be important that w","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"NEE":"新纪元能源","BK4081":"电力公用事业","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","IE00BMG7P819.SGD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis SGD-H Plus","LU0823414478.USD":"法巴经典能源转换基金","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","IE00BMG7P926.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Acc USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","D":"道明尼资源","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BMG7P694.USD":"Legg Mason ClearBridge - Global Infrastructure Income A Mdis USD Plus","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00BD4GTW91.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4105":"独立电力生产商与能源贸易商","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1978683503.SGD":"Blackrock Sustainable Energy A2 SGD-H","BK4182":"重型电气设备","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","CEG":"Constellation Energy Corp","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0079474960.USD":"联博美国增长基金A","IEA":"Infrastructure and Energy Alternatives, Inc.","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","VST":"Vistra Energy Corp.","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","NVDA":"英伟达","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","PEG":"公务集团","BE":"Bloom Energy Corp","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC"},"translate_title":"隐藏的人工智能股票：以下是推动下一次革命的公司","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VST":1,"PEG":1,"NVDA":1,"D":1,"NEE":1,"BE":1,"IEA":1,"CEG":0.9},"content_text":"Time to step back from your Nvidia (NVDA) obsession for just a moment.\nAI is changing the data center landscape and unearthing an entirely new avenue of infrastructure demands — a hidden investment opportunity that’s currently under-appreciated by Mr. Market, according to Morgan Stanley.\nThe under-the-radar play: Power generation producers.\n“The opportunity is around infrastructure… everything from power generation, power electronics, data centers — that growth rate is set to accelerate,” Morgan Stanley’s Stephen Byrd told Yahoo Finance Live (video above).\nGenerative AI processing, which is typically done on graphics processing units (GPU), requires way more power given higher computational requirements. That need for more power is fueling rapid growth of data centers across the country, which are pressuring the nation’s already strained power grid.\n“Data centers not only facilitate AI, but they're the backbone for our industries, for our commerce, for our transportation, for our health. These are mission-critical infrastructure. So it's going to be important that while we're facilitating this new industry, it's not lights out for the existing industries,” ClearView Energy Partners managing director Timothy Fox told Yahoo Finance.\n\nThe International Energy Agency (IEA) estimates global electricity consumption from data centers could jump from 460 TWh in 2022 to over 1,000 TWh in 2026, roughly equivalent to the electricity consumption of Japan.\nThat's a potential boon for power generation producers like Bloom Energy (BE), according to Byrd. He told Yahoo Finance the fuel cell company is among a group of firms “well positioned to serve the rapidly growing power needs of the GenAI enablers.”\n“The stock has not done well, and yet that's the type of technology that can allow data center developers to very quickly get new centers operational,” Byrd said. “The time it takes to get powered up is absolutely critical, and it's incredibly valuable economically ... Bloom Energy's fuel cells can be deployed in 50 days.”\nDuring Bloom Energy’s earnings call last quarter, CEO KR Sridhar told analysts he sees AI data centers as the company’s “single biggest segment” for growth in the next decade.\n“The sales funnel for this sector alone is massive, not in the megawatts but in the gigawatts,” Sridhar said.\nBeyond the maker of fuel-cell electricity generators, other independent power producers, including nuclear plant owners, are also poised to grow from the data center buildout ahead.\nBank of America research analyst Paul Cole sees Constellation Energy (CEG), Public Service Enterprise Group (PEG), Vistra (VST), NextEra Energy (NEE), and Dominion Energy (D) among the “clear beneficiaries'' of the increase in power demand.\nWhile AI’s energy use has soared in the past year, Wall Street pros tell Yahoo Finance the industry is still only scratching the surface when it comes to power consumption.  \n“GenAI growth, in terms of electricity growth, is going to be about 100% a year for many years to come. As the cost of compute drops, new use cases show up, so the demand for compute is only going to go up and up. We're extremely early days in this dynamic, and now investors are starting to look across what I think of as the value chain to providing the power to these data centers,\" Cole added.\nSeana Smith is an anchor at Yahoo Finance. Watch Seana each morning on Yahoo Finance Live starting at 9am ET. Follow Smith on Twitter @SeanaNSmith. Tips on deals, mergers, activist situations, or anything else? Email seanasmith@yahooinc.com.\nClick here for the latest technology news that will impact the stock market.\nRead the latest financial and business news from Yahoo Finance","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429693497"}