AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies

When people think of AI, they usually default to the big names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), and Marvell (MRVL). The chip producers, the ones that are reporting double to triple-digit growth quarter over quarter. The ones that dominate headlines with big green charts and arrows every time.

But it takes far more than silicon to run artificial intelligence (AI).

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Every AI model, every chatbot response, and every image generation request ultimately runs inside a data center. And those data centers consume staggering amounts of electricity.

In fact, as AI workloads continue to expand, power increasingly becomes the limiting factor in day-to-day operations. You can have the newest and most advanced GPU clusters around, all cooled by the most sophisticated thermal tech in the industry, connected by the best networking platforms in the world.

Fuente original: Yahoo Finance (https://finance.yahoo.com/energy/articles/ai-power-stocks-could-once-220123690.html)