The Real Money in AI Might Be in Power Cooling and Connectivity

Last week, news circulated that Sam Altman's OpenAI had assigned itself a valuation of $830 billion. However, that nosebleed valuation was challenged by analysts who pointed to competition from rivals like Anthropic and Alphabet's Google and asked whether the current breakneck pace of artificial intelligence (AI) spending is sustainable. Given the challenges of trying to pick a winner in this space, investors might be better off looking at pick-and-shovel plays in the AI space. Surprisingly, many of them seem to be faring even better than the marquee AI companies right now. Is the real money in AI in the power cooling and connectivity space?Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool