37 Stocks Benefiting from AI Data Centers
Data centers are a natural way to play the AI theme. AI algos are only as good as the data you feed them, so it's no surprise that AI data centers have been a hot topic in the investment community lately. Using research from a firm called SPEAR Invest, we've identified 37 stocks that stand to benefit from the growing demand for data centers. Obviously there are chipmakers like NVIDIA and AMD, but there are many other areas of investment to watch inside and outside the rack, from HBM to OSAT to Networking. Confused? Watch the video!
RESEARCH PIECES USED IN THIS VIDEO:
1. Are AI Data Stocks the Opportunity of a Lifetime?
• Are AI Data Stocks the Opportunity of a Li...
2. Investing in Big Data with Data Center REITs
https://www.nanalyze.com/2022/06/inve...
CHAPTERS:
00:00 Our problem with data center ETFs
01:26 SPEAR Invest and data centers
04:09 AI data center market
05:44 High Bandwidth Memory (HBM)
08:14 Inside the rack
10:20 Networking
12:28 Outsourced Semiconductor Assembly and Test (OSAT)
13:36 Outside the rack
14:44 SPEAR's picks
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