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Feb 12
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LONG
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Roland Busch
President and CEO, Siemens
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Siemens doubled US manufacturing capacity for data centers. "There might be shortages on power supply." The AI trade is moving from software to hardware/physics. As AI models hit the real world (factories, grid), the bottleneck shifts to power and cooling. Companies that provide the "pipes and infrastructure" (Physical AI) will outperform generic software. Long Industrial Infrastructure and Grid Equipment providers. CapEx cuts by Hyperscalers. |
Bloomberg Markets
Nuveen to Buy Schroders in £10B Deal | The Pu...
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