Infineon: Is This an Underrated Winner in Power Supply for Gigantic Data Centers?

By 2030, spending on AI infrastructure is expected to reach up to $4 trillion. OpenAI has forged massive partnerships with Oracle, NVIDIA, and AMD, and alone within the Stargate project, $500 billion is flowing into new data centers. Meta also wants to play a leading role in AI infrastructure and will invest hundreds of billions of USD in data centers that could be almost as large as Manhattan. Infineon is an underestimated winner from this, making it a candidate for a new potential long signal. How Infineon Can Benefit from the Data Center Boom!...