Energy, Chips, Cloud: The Quiet Winners of the AI Craze!

The tech world is sending mixed signals. While leading AI executives like OpenAI's Sam Altman publicly call for a slower pace of development, billions are flowing behind the scenes. For investors, what matters is what companies do – not what they say. And what is being done right now is primarily this: construction is underway. The critical question is who will profit from the expansion of AI infrastructure. Energy is becoming the bottleneck. This week, the most spectacular coup was made by Generac. The unassuming backup power manufacturer...