Future AI Beneficiary Thanks to Focus on Energy Efficiency?
AI data centers are consuming more and more electricity. The focus on energy efficiency is increasing, as Infineon and NVIDIA plan with the newly designed power supply architecture.
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On the German stock market, I see Aixtron (WKN A0WMPJ), the supplier of epitaxy systems for the realization of GaN chips, playing a future role as a AI beneficiary. Why? 1.) The demand for energy is increasing due to the rapidly advancing AI era with AI agents, video generation models, and a transition to General AI. On June 11, 2025, Amazon expanded its power purchase agreement with Talen Energy due to energy needs. OpenAI's Sam Altman clarified in a blog post that a request to ChatGPT consumes 0.34 watt-hours. 2.) Also due to the trend towards...
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