An air view in July 2024 of an Amazon service data center located near the house with a single family … [+]
In his first week in office, President Donald Trump signed a host of executive orders addressing a variety of growing industry, including artificial intelligence (AI), digital financial technology and energy generation.
Trump declared a national energy emergency and said the country’s energy infrastructure should accelerate energy and infrastructure projects. It removed regulations that have limited the generation of reliable and affordable energy and the obstacles that hinder the growth of it. An order seeks to strengthen America’s leadership in digital financial technology by promoting blockchain, digital assets and developing financial technology, such as Cryptocurrency.
In total, these industries are significantly increasing the data demand for data where computing power is centralized and easily accessible. These large physical objects have computer servers, storage systems, network equipment and other infrastructure designed to store, manage and distribute data.
Last week, Mark Zuckerberg, the chief executive of Meta Meta (Meta), announced that Meta will increase its capital costs this year up to $ 65 billion to cover the costs of him and a new massive database in Luiziana “so big that it would cover how much an important part of Manhattan would cover” and bring a gigawatt of computing energy online.
Increasing the data of data is the driving of the highest demand for electricity, from an already tense system of the national electricity network that has difficulty continuing with the current demand. Last month, the Energy Department estimated that the increase in the data center’s load is projected to “double or triple” by 2028.
According to a recent white letter from the Institute of Electricity Research (Epri), by 2030, the use of electricity by hyperscalers is expected to consume up to 9% of the US electricity generation, from 4% today. Last year, PG & E (Pacific Gas and Electric Company), one of the largest natural gases and electrical services in the US, said it expects the demand for electricity to increase by 70% over the next two decades.
While this may change due to the introduction of a new one from the Chinese beginning Deepseek, since today this is unknown. Meanwhile, the way to take advantage of this increase is to buy an ETF that holds a portfolio of service shares. Last year, these funds saw returns about 24.9% first in the S&P 500 index.
· Selected Services SPRD ETF (XLU) Sector holds all shares of services in S&P 500. According to Morningstar, it was dropped 23.3% in 2024 and increased by 5% year before yesterday before the stock market brought it at 2.6%, which can present a purchase option.
· The services of the USHARE USA ETF (IDU) climbed 23.2% to 2024 and 4.8% year to date since Friday (all numbers from Morningstar).
· Vanguard ETF (VPU) services gained 23.1% in 2024 and 4.8% since January 25th.
· Virtus Reave Utilities ETF (utes), an actively managed fund increased 45.3% last year and 14% since January 25th.
· Global development of infrastructure in the US ETF (PAVE) invests in the company to take advantage of a possible increase in infrastructure activity in the SH.BA it increased 17.9% last year and 8.1% since January 25th.
Prof. Steven Skiena, Director of the Stony Brook University Institute, in a server room inside … [+]
The growth potential for large infrastructure construction in the service sector is high. However, meanwhile, municipal services are forced to push the existing network to its border to meet today’s requirements.
A company that helps municipal services increase their power between the network and the final user is the American Superconductor (AMSC). Company Ayer, Mass.
“We help the network do things that is not ready to do and more of what you already do,” Daniel P. McGahn, president, president and chief executive of AMSC, told Daniel P. McGahn in an interview. End users should be able to strengthen their facilities in ways that add scale without adding complexity or size. McGahn said, AMSC products are uniquely positioned to address this market demand. This requirement also comes from the loading of electric vehicles and the construction of fabrication plants financed by chips (creating useful stimuli to produce semiconductors) 2022 Act. “We make it safer, much more resilient and We seek problems. ”
McGahan estimated that 50% of the company’s financial growth will come from industrial and chips, 30% from renewable, specifically wind turbines and 20% remaining from the military.
AMSC products include:
· Electrical control system for wind turbines that maximize turbine energy generation
· Transmission voltage management for renewable energy connection to the network
· Elastic network systems that increase the reliability of urban networks
· Optimization of distribution voltage to control voltage and allow generated energy distribution services.
· Energy electronics and control systems, which mitigates energy quality issues and corrects harmonious distortion.
· Energy supply which provides primary energy for industrial equipment and ships and ships
· Shipping protection systems, a magnetic system that interferes with a underwater mining ability to detect and damage a ship.
“We condition equipment to combine different resources and different loads.” Said McGahn. “We condition the power to be useful for equipment on the site.”
In 2024, AMSC shares increased 125% in strong increase in organic revenue, and purchasing NWL, which provides electricity supplies to industrial and military customers. The shares closed the year to $ 25.02, from a $ 52-week high of $ 36.81. Monday sent shares dropping 10% to $ 26.03.
For the second fiscal quarter that ended on September 30, AMSC reported that revenues increased 60% year by year $ 54.5 million. AMSC also posted its first profit, $ 4.9 million or $ 0.13 share, compared to a net loss of $ 2.5 million, or $ 0.09 per share, for the same period in 2023.
AMSC plans to report the results for the December 2024 quarter in the first half of February. The company expects revenues to be between 55.0 million to $ 60.0 million. It envisions a net loss for the third fiscal quarter so that it does not exceed $ 1.0 million, or $ 0.03 per share.