The Future of Investments in AI and Energy: Trends and Insights

The Future of Investments in AI and Energy: Trends and …

8月 19, 2025

12-18 分钟

The Future of Investments in AI and Energy: Trends and Insights

As the landscape of technology and energy evolves, investors are increasingly looking towards artificial intelligence (AI) and nuclear energy. While market investments come with risks, understanding trends can empower individuals to make informed decisions. This blog post shares insights into key players across these two crucial sectors, particularly in the USA. 📈💡

Core Directions in AI

Chips: The Heart of AI Technology

NVDA: Leading the charge in AI chips with their revolutionary H200 model.
AMD: Introducing the MI300 series to challenge Nvidia’s supremacy.
MU: Dominating the AI memory sector with high-bandwidth memory (HBM) in high demand.
AVGO: Known for custom AI accelerator chips catering to various applications.
TSM: The largest advanced semiconductor foundry on a global scale.
MRVL: Specializing in custom chips for AI data center networks.

AI Servers: Powering Data Processing

SMCI: A leader in AI servers, partnering closely with Nvidia.
DELL: Actively developing AI server solutions with a wide enterprise customer base.
VRT: Providing reliable power and cooling systems for data centers.
CRDO: Delivering high-speed interconnect chips for AI data center transmissions.
ALAB: Emerging as a provider of AI interconnect chips.

Cloud Services: The Backbone of AI Training

AMZN: Utilizing AWS for cloud platforms essential for AI training.
MSFT: Azure, a strong supporter of OpenAI, delivers robust computational power.
GOOG: Offers Gemini’s large models alongside its Google Cloud Platform.
ORCL: Collaborating with NVIDIA to enhance Oracle Cloud AI capabilities.
CRWV: A newcomer specializing in GPU leasing, backed by NVIDIA.
NBIS: Focused on artificial intelligence infrastructure and large GPU clusters.

Data Centers: The Foundation of AI Infrastructure

EQIX: The largest neutral data center provider globally.
DLR: Expanding presence in AI data center allocations.
APLD: Concentrating on high-performance AI data centers.
GLXY: Offering integrated cryptocurrency and AI computing services.
CORZ: Transitioning from mining to AI computing rental services.

Software: Enabling Smarter Solutions

PLTR: Powering AI-driven analytics with their Gotham and Foundry platforms.
SNOW: Delivering a cloud platform for AI-driven big data.
APP: Enhancing advertising through AI optimization.
META: Innovating with self-developed large-scale models in the Llama series.
OKTA: Focusing on identity verification, utilizing AI for risk control and management.

Nuclear Energy: A Reliable Investment?

The Growing Importance of Nuclear Power

CEG: One of the largest nuclear power companies in the USA.
SMR: Investing in small modular reactors to innovate within the nuclear space.
LEU: A key supplier of enriched uranium, facilitating the growth of nuclear energy.
CCJ: The largest uranium mining company, crucial for raw material supply.
OKLO: Developing the next generation of compact nuclear power plants.

In conclusion, both the AI and nuclear energy sectors offer promising opportunities for investment. As technology advances and energy needs evolve, careful consideration and research can guide investment decisions. Remember, the market comes with its risks, so it’s crucial to assess your risk tolerance before making investment choices. 🌟