Chips & Servers: Advanced Energy Industries is the precision energy supplier and benefits doubly from the AI boom. Data Center – Revenue can double and is expected to grow another 30%.
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After hitting a low last year below 80 USD, the stock of Advanced Energy Industries (AEIS) is expected to surpass the 300 USD mark on Wednesday (February 11) following the release of quarterly results. What is behind this rally? AI chips are becoming increasingly powerful and demanding. To efficiently distribute this energy in a compact space (rack) and manage heat, the transition to higher voltages (48V -> 800V) is physically necessary. At the same time, semiconductor manufacturing requires more precise energy bursts (plasma). Advanced Energy...
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