A different perspective on "AI". I actually can't hear the term anymore - but it will stay with me whether I like it or not.
Beyond the beloved $NVDA (-2,29%) and others might take this approach:
Blackrock boss: AI's hunger for electricity offers investment opportunities
AI data centers will need more energy "than we could ever have imagined," says Larry Fink. The manager sees this as an opportunity for pension funds and insurance companies.
Data centers will probably be built where the power supply is cheaper.
Now, of course, we can look at the Reits for data centers or the utilities, for example $IBE. (+1,59%)
With a global presence of data centers, Iberdrola hopes to attract additional users for its core product: renewable energy. The company is currently one of the largest providers of renewable energy and has more than 40,000 customers worldwide. Iberdrola has also signed Power Purchase Agreements (PPAs) with the largest companies in the data center industry, from Amazon ($AMZN (+0,5%) ) to Meta ($META (-0,16%) to Vodafone $VOD (+0,9%) ).
https://www.techerati.com/news-hub/spanish-energy-company-iberdrola-seeks-data-centre-partner/
Iberdrola confirms new agreement with Amazon to procure 159 MW of renewable energy from East Anglia THREE, the second largest offshore wind farm in the world
And this is exactly the path I am taking. I expect this to be a low-risk investment that nevertheless promises an attractive long-term return coupled with fine dividends and can still participate in the overall development in relation to the whole "AI circus". -> iberdrola will therefore continue to be finely built up. Boring but good for the blood pressure 😀👍
Was once in the $GGRP (+1,49%) but not at the moment. ETFs just change. That's why it's always good to see what companies there are that you might want to add to your portfolio separately and actively overweight if you like them.
Why am I writing all this crap?
It's my way of dealing with the stocks in my portfolio.
Or do you have a different opinion?
Other ideas?
