Not NVIDIA, but Pumps: The Secret Winners of the AI Boom!
Reading Time: 3 minutes
The apparent surge of AI stocks surrounding NVIDIA has recently taken a breather. However, the underlying demand for computing power remains enormous – and savvy investors are now seeking their fortune one level down: with the suppliers that physically enable the boom. Barclays analyst George Featherstone refers to this as the "second derivative” of the AI investment cycle. The first winning industry is European industrial and chemical companies. Atlas Copco provides indispensable pumps for chip manufacturing with its vacuum technology; this...
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