13 century-old companies riding the AI infrastructure boom: Jon Erlichman [BNN Bloomberg (Canada)]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: BNN Bloomberg
Many of these firms date back more than 100 years or have roots stretching that far into the past. Yet today, they are playing a role in one of the biggest technology buildouts in history. Hyperscalers including Microsoft, Amazon, Alphabet, and Meta Platforms are expected to spend hundreds of billions of dollars building out AI infrastructure in the coming years. That includes new data centers, specialized power systems, cooling technology, and massive networking capacity. Those investments ripple across the broader economy. Utilities are needed to generate electricity. Mining companies supply raw materials such as copper. Industrial firms build the equipment used in construction, automation, and power management. Rowles says this dynamic creates opportunities in what he calls “old economy” companies that provide the physical backbone of the AI era. To identify potential investments, he looked for companies with long operating histories, strong analyst support on Wall Stree
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