37 Stocks Benefiting from AI Data Centers

03/06/2024 16 min

Listen "37 Stocks Benefiting from AI Data Centers"

Episode Synopsis


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!




Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/hRR1dAAJypM.