AI infrastructure spend

[dwy000]

Rogermoribund posted this on the Google thread and it got me wondering, who, other than Nvidia is benefitting from these hundreds of billions of additional global spend?  Is it mostly real estate and construction?  Who's providing the compute infrastructure and connectivity?  Is there any opportunity left or has it been fully priced in?

[rogermunibond]

EQIX, DLR - data centers

CEG, VST - IPP electric producers

VRT, ATKR - electrical equipment

BE - onsite power

 

There are a lot more. Look at all the companies that sold off on that Monday when NVDA was down 17%

[sleepydragon]

NBIS is another one. The engineering talents are the 'ex Russia google'.  They sold their Russia business, and now doing AI Cloud. 

To run AI Cloud well is not a simple "IT" tasks. There are layers of APIs you can add on top of it to make things run in parallel and efficient and fast. 

 

it was down 40% when NVDA down 17%. now it's back quite a bit.

[villainx]

SMCI?

[KJP]

3 hours ago, rogermunibond said:

EQIX, DLR - data centers

CEG, VST - IPP electric producers

VRT, ATKR - electrical equipment

BE - onsite power

 

There are a lot more. Look at all the companies that sold off on that Monday when NVDA was down 17%

 

To this list I would add IES Holdings.  There is already a thread on it.

[Whensthepaintdry?]

I think the same day that the deepseek drop occurred WCC dropped about 7 percent.