MS: Market under-appreciates mismatch between AI-powered demand and supply growth [Seeking Alpha]
The AES Corporation (AES)
Last the aes corporation earnings: 2/28 06:00 am
Check Earnings Report
US:NYSE Investor Relations:
aes.com/investors/investors-overview/default.aspx
Company Research
Source: Seeking Alpha
In a note, Huberty said that MS analysts concluded that the market is “under-appreciating” generative AI compute power cost, the mismatch between Gen AI's growth and power grid infrastructure's growth, and the time value for power solution providers. There is a rapid drop in the cost of generative AI compute power. Data centers' capital cost per teraflop -- which measures one trillion floating point operations per second -- dropped by 50% when moving from Nvidia's ( NVDA ) Hopper GPU to its new Blackwell GPU, recently announced. According to MS, the data center capital cost per teraflop is about $14, compared to $7 for a Blackwell data center. Secondly, there is “a significant mismatch between the hyper-rapid growth in Gen AI power needs (notwithstanding continued efficiency improvements) and the slow growth in power grid infrastructure,” Huberty said. The third dynamic at play is the massive magnitude of time value for power solutions providers that would result in the reduc
Show less
Read more
Impact Snapshot
Event Time:
AES
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
AES alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
AES alerts
High impacting The AES Corporation news events
Weekly update
A roundup of the hottest topics
AES
News
- The AES Co. (NYSE: AES) is now covered by analysts at Mizuho. They set a "buy" rating and a $21.00 price target on the stock.MarketBeat
- United States Power Ancillary Service Markets, 2018-2023 and 2024-2028: Increasing Role of AI and Advanced Analytics, Decentralization and Distributed Energy Resources Integration [Yahoo! Finance]Yahoo! Finance
- AES: A Value Play With An Upside [Seeking Alpha]Seeking Alpha
- The AES Co. (NYSE: AES) had its "outperform" rating re-affirmed by analysts at Royal Bank of Canada. They now have a $22.00 price target on the stock.MarketBeat
- Buy-rated and sell-rated stocks within the Utilities sector - Citi [Seeking Alpha]Seeking Alpha
AES
Earnings
- 2/26/24 - Beat
AES
Sec Filings
- 4/26/24 - Form 8-K
- 4/15/24 - Form 4
- 4/10/24 - Form SC
- AES's page on the SEC website