Artificial Intelligence -Wedge in Europe Focus on Data and Electricity Centers

With the artificial intelligence fever pushing global stock markets to record levels, the momentum in Europe focuses on important sectors that form the pillar to support this technology. The shares of ten European companies, including data centers and infrastructure providers, increased by 23% this year, which bypasses the “Stoxx Europ 600” index of 12%, and also performed better than the performance of the “NASDAQ 100” index, which includes technology giants in the United States. Although these profits are still much lower than the large 69% increase in the shares of US electricity companies, investors such as “Blackrock” and “JPMorgan Asset Management” and “Ninty One” are busy with the ability of European businesses to reduce the gap, supported by hundreds of billions of dollars in the spending of artificial intelligence. Black Rock is working on a $ 40 billion data center, Helen Joel, chief investment officer in the basic shares of Europe, the Middle East and Africa at Black Rock: ‘Maybe the debate on infrastructure may not be attractive like talking about US technology giants, but we are still at the beginning of the road. The infrastructure of electricity networks, network and energy is linked to the essence of the story of artificial intelligence in Europe. “Renewing enthusiasm for artificial intelligence this week to a series of global alliances that include” Invidia “, which has encouraged stock markets to rise, as the MSCI World Index of the All-Country has reached its highest level. For some chip equipment businesses. Energy, clearly different, as their shares rose by 111% this year. is an important option in the European Stock Fund in Ninth One, which amounts to $ 192 billion. in January after President Donald Trump announced a joint venture under the leadership of “Softbank”, “Open Ai” and “Oracle”, billions of dollars will pump in artificial intelligence infrastructure. Mitsubishi Heavy Industries controls more than 70% of the production capacity in the gas turbine sector. This year with 41% rose and traded 20 times the expected profits, which are cheaper than a 35 -times bis for the ASML -holding. cables and data centers provided with servers, electrical equipment and cooling technologies. July its annual sales expectations increase based on the increasing demand for artificial intelligence. data centers and plan to expand, although it is not clear that the number of centers will be devoted to artificial intelligence. (352 million dollars) can rise if it still strengthens its sales associated with the most important cloud computing companies. The risks and prospects, but this increase, like some inactive funds, can also invest a cloud in this trend. Expand it. Artificial intelligence is slightly similar to the Cold War, where everyone wants to reach the moon. But for us, especially European investors, it is better to look at the artificial intelligence breed than marathon, which means that achieving returns will gradually increase. ‘