3 天之前· Explore Indias data center stocks. Talk to Us | Subscribe | Investment Advisory Login. G Login Register Subscribe Talk to Us Major players like Microsoft and Amazon Web
The data center industry is heading toward a carbon-free (and even carbon negative) future, a goal that can only realistically be achieved in part through a renewed and refined focus on
Semiconductors & Semiconductor Equipment: 9.2: Telecommunication Services: 6.7: Equity Real Estate Investment: 5.0: Materials: 4.4: Capital Goods: 2.3: The investable universe of companies in which
Artificial intelligence (AI) is rapidly expanding into various industries. However, not all companies have been able to benefit from this growth immediately. Lesser-known data center stocks, for
Investors are recognizing the potential in data center stocks, REITs focused on server farms and cell towers, and ETFs targeting digital infrastructure. The meteoric rise of digital communications over the past three decades has created a relatively new category of tech sector investing.
The data centers that train and host AI programs require electricity, and lots of it. Consequently, data center expansion means a new source of demand growth for utilities. Morningstar analysts don’t believe this element has been factored into the prices of utility stocks yet.
Miller and fellow Morningstar strategist Andrew Bischof see four stocks as best-positioned to benefit from data center growth: Of the three, Entergy, Pinnacle, and WEC are considered undervalued by Morningstar, while Southern is deemed fairly valued. Data centers are dedicated spaces for housing computer systems, including data processing hardware.
Consequently, data center expansion means a new source of demand growth for utilities. Morningstar analysts don’t believe this element has been factored into the prices of utility stocks yet. This comes while electricity demand is also being lifted by growth in electric vehicles.
Data centers are dedicated spaces for housing computer systems, including data processing hardware. To keep up with the boom, utilities will face the challenges of serving peak summer and winter demand while aiming to use clean energy, which requires considerable investments in energy storage and grid updates.
The stock's market cap is now well over $3 trillion, and the demand for its products is increasing fast. NVDA is not a data center stock per se, but the growing popularity of AI and the chips and processors made by NVDA is closely related to the growth in data center stocks. These funds all are riding strong momentum into the end of 2024.
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