Is Investing in Electricity Equivalent to Investing in AI?

Goldman Sachs stated in its latest report that utility sector will be beneficial from AI boom. The demand for electricity in data centers, which are focused on AI, is skyrocketing. The United States may experience unprecedented growth in electricity demand. ------ Will you invest in utility sector? Which electricity stock is your pick?

avatarbudget
06-02

sec.gov/Archives/edgar/data/1805521/000121390024047116/ea020698801ex99-1_faraday.htm

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sec.gov/Archives/edgar/data/1805521/000121390024047116/ea020698801ex99-1_faraday.htm
avatarSooninator
06-02
Yes we should...ESG be damned
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avatarJustGeoff
05-22
$Iron Mountain(IRM)$ Iron Mountain are a REIT that offer a chance to enter into the AI field with their data centres.  They may not offer the huge returns of an AI specific stock, but allow a chance to make some slow and steady returns alongside any other retailer investments.
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avatarRobinChanKH
05-19
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avatarAlex Puffin On Two Smokes
05-15
$Vistra Energy Corp.(VST)$ personal I don't think so
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avatarJC888
05-14

Forget Nvidia ! Vistra Energy is Better !

World’s #1 Semiconductor stock. $NVIDIA Corp(NVDA)$ stock investors have a trillion reasons to celebrate. As of Mon, 13 May 2024 US market closing, YTD Nvidia has gained +87.67%. It is only 13% shy of a 100% return on investment, not even 6 months into 2024. Only in the US market. Surprisingly, owners of two S&P 500 utility stocks have done even better in 2024. According to data from S&P Global Market Intelligence and MarketSurge, shares of S&P 500’s two utilities stocks have outperformed or is as-closed as Nvidia’s +88% YTD gain. (see bottom) They are: $Vistra Energy Corp.(VST)$. $Constellation Energy Corp(CEG)$. For those who have been readingmy p
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Forget Nvidia ! Vistra Energy is Better !
avatarTiger V
05-11
Investing in electricity and investing in AI are distinct yet complementary strategies. While electricity investments focus on infrastructure and meeting growing demand, AI investments emphasize technological innovation and efficiency gains. Sempra's $Sempra(SRE)$  strategic position in the electricity market, particularly in anticipation of increased power demand, presents a promising opportunity for investment.  Despite short-term challenges like wildfire risks and regulatory delays, Sempra's solid fundamentals and growth prospects suggest potential for stock appreciation and alignment with optimistic projections.  Thus, while electricity investment may not directly equate to investing in AI, both strategies can contribute to long-
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avatarSamlunch
05-10
$Amazon.com(AMZN)$   Amazon Web Services (AWS) $AMZN is now a $100 Billion annual run rate business
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avatarCapital_Insights
05-10

Beneficiary of the AI boom is electricity? Get ahead and look at these companies!

$Goldman Sachs(GS)$ stated in its latest report that utility sector will be beneficial from AI boom. The demand for electricity in data centers, which are focused on AI, is skyrocketing.The United States may experience unprecedented growth in electricity demand. Goldman Sachs predicts that from 2023 to 2030, the compound annual growth rate of data center power demand will reach 15%.Similarly, the natural gas industry is gearing up for a surge driven by the increasing consumption of electricity.The utility sector has risen by about 11% so far this year, making it the third-best performing sector year-to-date, behind only the technology and communication services sectors.The following stocks have exposure to demand driven by AI:
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Beneficiary of the AI boom is electricity? Get ahead and look at these companies!