Artificial intelligence boom you need to turn as much as “Entepia” needs

The mania in artificial intelligence at the beginning of last year led to the high market value of “invidia” of about $ 360 billion to $ $ 2.3, which means the chips manufacturer with a profitability of 75 time is being traded. She also accompanied a number of industrial businesses in light of the availability of a wonderful opportunity to grow. Ancient investors have realized that the great demand for everything related to artificial intelligence will require a large amount of data that will be stored and processed by data centers. Here are opportunities for industrial companies. Each business benefits anything from data centers from the success of “invitations” and investors chase afterwards. Manufacturers participate in the cake. A number of diverse industrial enterprises play a role in data centers, from “Catpeberler” that generators offer in anticipation of the electrical current, and even “train technologies” that serve computers, and of “ETONE” that produce all kinds of electricity nutrition instruments, even “US towers” coming from the beginning of this year 2021. Until march, by more than twice the rise of the S&B 500 index, and Eiton increased by 30%, and the ‘Trine’ share 23%. It is a strong level of height, but it is minimal compared to the large rise achieved by the “Invidia” share. This is due to the fact that the data centers represent only a small part of the activity of those businesses. Also read: The president of “Invidia” depends on ample expenses to databases, “Catpeberler”, which is the production of rear bulldozers and accounts, has its basic activity. The American Towers shares, which were negatively affected by the decline in the investment in the spread of the fifth generation (5G) technology, fell by more than 8% this year, despite the achievement of ‘Core City’ standard sales of data centers for the second year in 2023. Data centers. This is what happened to the company “Faraf Holdings”, whose stock can be described as the most popular among industrial companies who have had enough intelligence or happiness to participate in data centers. The stock provider of data centers has risen by 70% this year, as well as 25% over the past year. “Faraf” stocks traded with a 66 -time profit multiple, and this is included in the highest range of an industrial business, and the highest higher industrial companies of the current period, such as “Trent” and “Etone”, the profitable doubles of 34 times and 36 times respectively. Although it asks a question whether “Faraf” will continue its profits, and whether the wave of the construction of the data centers will continue, all answers confirm it. Data centers’ claim has doubled about the energy of the first factor to consider is that the data boom and the methods of analyzing and processing it in search of the value are still in its infancy. Dave Cote, chairman of the Board of Directors, said that the digital era began about 3 or 4 decades ago, and it is more likely that it will continue for a century at least if it has a style similar to the industrial era. The rabbit to the chips of the GPUs has just begun, while businesses investigate how artificial intelligence can increase productivity. Also read: What is the importance of the “black” cutting of “Invidia” for artificial intelligence? Kut, which has improved the performance of “Hennieh International”, which has been held over the past 15 years, in which he held the position of CEO, said in an interview: “Everyone is trying to discover the form of a data Intelligence Center and how to utilize new technologies to cool down these artificial intelligence discs.” It is expected that the needs of the data centers of the global energy centers between the current year and 2030 will double, according to Wolfe Research, which described the ‘Faraf’ targets with the annual sales growth by 8% and 11% over a 5 -year period as a ‘small and less than expectations’, and it suggested the level of 15%. The rate of margins of the modified operating profit in “Faraf” has currently reached 15%, and the company expects to rise to 20% or more during a two -year period until the next four years. There are potential hidden obstacles, as reducing facility companies to generate electricity, delaying the expansion, and environmental activists and the status of establishing this type of project in their areas – called “Nimby” Nimby ” – can object to the companies that are electricity vulnerable to electricity. However, the need for new cooling agents is indications that the demand will accelerate and favor industrial enterprises that work in the market. Increasing the density of computer ability requires the new way to handle the heat due to fee processing units, such as fluid cooling. This will represent a large technical barrier before the new entrants to the market. Also read: $ 11 billion draws a map of databases and cloud services in Saudi Arabia, as well as the quantum computer work, which has become exclusive to become commercially successful, should cool off more and out of the usual. Where the highly connected quantum computers, the type that the company “International Business Machens” works, usually at a slightly higher temperature than absolute zero (worth 273.15 ° C or about 460 ° F). Unlike other sectors, there is no major threat to support a Chinese competitive company supported by the government and the control of the equipment market responsible for maintaining the regularity of electricity flow in data centers. Huawei, who is the most important Chinese competitor in this data center technology, has almost completely prevented his activity in the United States and Europe. While “Faraf” competes with “Huawei” in Africa countries and other small markets, according to Cote. Data Centers Recovery There are also risks that can cause the ability of the businesses themselves to implement, as great demand can pressure a business, such as “Faraf” during the pandemic, when supply chains’ disorders led to the delays of deliveries to customers, and the company raised prices to compensate the effects of inflation. Cote subsequently enrolled directly to solve problems, and during a telephone conference to announce profits in February 2022, he expressed “disappointment and embarrassment” from the company’s performance. The company currently has a new executive, GI -Jiordano Albertati, who has restored the company its position and stability, while KUT in the current period is engaged in a strategy for acquisition. ‘Goldman Sachs’ worked with Cote in 2018 to establish a special acquisition business, and the bank believes the company has had great success as the stock trading started about $ 10 when the acquisition business ‘Faraf’ from ‘Platinum Equity’ bought for $ 5.3 billion, including debt. The “Faraf” share is currently trading more than $ 80, and the market value of the company has been more than $ 30 billion. Data centers will continue for a long time, and the digital era will reach the observation of British mathematical Cliff Hambi in 2006 that the data is the new oil. Thus, data centers become new refining refineries for these precious raw materials, and industrial enterprises can benefit.