The Challenge Of Powering AI [Seeking Alpha]
Alphabet Inc. - Class C Capital Stock (GOOG)
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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Source: Seeking Alpha
At some point, the accelerating growth trajectory embedded in many of these AI beneficiaries could meet the more plodding and linear real-world reality, driving a major resetting of expectations. The shift toward higher power pricing is one of the most powerful fundamental tailwinds for capital-intensive cyclical stocks supporting the AI buildout - creating an exploitable underreaction for value investors. By Sam Peters, CFA and Reed Cassady, CFA The Lifeblood of AI Infrastructure is Electricity The market is focused on the transformative potential of artificial intelligence (AI) but, in our view, has not come fully to grips with the real-world bottlenecks attached to this emerging technology. While markets appear to be increasing the supply of leading-edge graphics processing units to meet accelerating demand, new pinch points have emerged as the AI arms race gains pace. These include sourcing data center sites, lining up connections to the electrical grid and obtaining cool
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News
- Google Pay: How to use it, pros and cons, is it safe? [Business Insider]Business Insider
- Where Will Alphabet Be in 5 Years? [Yahoo! Finance]Yahoo! Finance
- Bill that would tax Big Tech to help California media advances in Senate -- barely [Yahoo! Finance]Yahoo! Finance
- Microsoft to step up subscription, AI game: Analyst [Yahoo! Finance]Yahoo! Finance
- Here's How to Play Minecraft in Google for Its 15th Anniversary [CNET News]CNET News
GOOG
Earnings
- 4/25/24 - Beat
GOOG
Sec Filings
- 5/16/24 - Form PX14A6G
- 5/15/24 - Form 4
- 5/15/24 - Form 144
- GOOG's page on the SEC website