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Are AI Data Stocks the Opportunity of a Lifetime?
Are AI Data Stocks the Opportunity of a Lifetime?
#Data #Stocks #Opportunity #Lifetime
“Nanalyze”
AI data centers are a blossoming investment theme, with GlobalX even renaming their “VPN” ETF to “DTCR”. So, how can you …
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When it comes to AI/Technology/Datacenter, or whatever they're calling themselves funds, I like VGT (similarly VITAX). The other play that never gets love is MSCI, what I consider the pick and shovel of the index fund world.
Celestial AI is working to reduce power consumption by 90%. The core of Celestial AI's strategy lies in its chiplets, interposers, and optical interconnect technology. By combining DDR5 and HBM memory, the company aims to significantly reduce power consumption while maintaining high performance levels. The chiplets can be used for additional memory capacity or as interconnects between chips, offering speeds comparable to NVLink or Infinity Fabric.
AI data centres will need their own small nuclear power, eg Small Modular Reactors (SMRs).
Nanalyze is interesting take, but I believe that this misses the data center serious issues: 1. POWER as the GREENIES have been all happy talk and no real planning like development of large scale nuclear. 2. New chip technologies that move more services to the edge and leverage better services utilization of infrastructure since the last mile and network long haul is weak, dated and unable to support demand. 3. New physics/chemistry that impacts chips, new materials science and completely new hybrid optical-radio structure in compute that replaces from data center to hand held device to satellite. It hardens devices against radio interference attack and other issues.
AI as described thus far by Microsoft and others is going to be a legal quagmire and not a money maker. Curated specialized AI Services make more sense.
Just came across your XMTR vs PRLB article from 3 years ago. Would love to see you revisit that 😊
Where can we find the McKinsey research?
Outstanding video, loved the deep dive on the ETF and how scammy these sales products are and why it’s so important to dig into the underlying businesses within.
Data is the new GOLD!!!
VRT: high cost, low-margin industrial indecently voguing as part of the AI clown show. 7B sales & a negative PTB for 35B, Giordano? You better really like rack-mounted power supplies. Should be offshored post haste, starting with executive team.
infrastructure and energy stocks that needed for AI as well
Is marvel a beneficiary or data centers?
fiber to ethernet hardware
I've invested in PAVE. Global X U.S. Infrastructure Development ETF. Not just datacenter oriented but the CHIPS act, Infrastructure bill and data centers plus buildout for more energy supply, all should keep things going for a while. Not the HOT ticket around AI but just good longer term business.
Maybe look into Schneider Electric? They make a lot of the power distribution units (PDUs) in the data center where I work. Not pure play though.
Nuclear energy
ALCC seems like the next meme. As of now, just an altman backed architecture company (*spac)😂
I wonder if it makes sense to build data centers in naturally cold environments with low humidity. Perhaps, they can take advantage of outside air and low underground temperature for cooling.
neither etf would work for this convo
My wife's the leading producer of Artificial Intelligence.
ba-dum tss 🥁
(If you see this babe, love you and your many degrees. 🙏)
I have sold my ass to Bioxcel Therapeutics today for the first day going in on 2,25€ after my first buy for 2,47€