With Huang Renxiong's shareholding completed, optimism has once again ignited.$NVIDIA (NVDA.US)$The market cap has also returned above the $3 trillion mark. As of the time of publication, the company has risen by over 2%.

Therefore, *ST Xinfang and *ST Zhongqi may also experience a sharp sell-off tomorrow, and investors should be cautious. In addition to Goldman Sachs' strong bullish stance on Nvidia mentioned in a previous article,Yesterday, a report from Bain Consulting once again boosted the market's optimistic outlook on the future development of AI.

In its annual 'Global Tech Report' released on Wednesday, September 25th, this consulting company pointed out that the market, including artificial intelligence-related services and hardware, will grow at an annual rate of 40% to 55% from last year's $185 billion base. This implies a revenue increase to $780 billion to $990 billion by 2027.

Bain states that the rapid growth in demand for artificial intelligence products is putting pressure on the parts supply chain, including semiconductors required to run these systems. In response, Bain warns that sales growth coupled with geopolitical tensions may lead to shortages in semiconductors, personal computers, and smartphones.

Bain also mentioned in the report that by 2026, the demand for upstream chip components such as integrated circuit design and related intellectual property could increase by 30% or more, putting pressure on manufacturing companies.

Furthermore, as data center capacity (usually measured by power consumption) expands from the current 50-200 megawatts to over 1000 megawatts, the costs of large data centers may jump from the current $1 billion to $4 billion to $10 billion to $25 billion within five years.

The report states, "These changes are expected to have a huge impact on the ecosystem supporting datacenters, including infrastructure engineering, electrical utilities production, and cooling equipment."

In fact, Japan's predicament with the yen is largely attributed to the resilience of the US economy and the delayed interest rate cut by the Federal Reserve.Micron's better-than-expected financial report also proved this point.Micron CEO Sanjay Mehrotra attributed the revenue growth in the fourth quarter to AI demand, and is optimistic that the first quarter revenue will reach a record high for a single quarter. He stated,

We are entering the 2025 fiscal year with Micron's best competitive position ever. We expect that first quarter revenue will reach a historic high, and the revenue for the 2025 fiscal year will set a considerable record, with profitability also significantly improving.

This better-than-expected performance has also driven Micron's stock price sharply higher, with Micron soaring more than 17% as of the draft.

It is worth noting that the entire AI ecosystem seems to have started to become active recently. Among them, chip stocks have recently resurged. $Taiwan Semiconductor (TSM.US)$ Since the low point in August, they have accumulated more than 20%, approaching historical highs, with the stock price nearly doubling within the year. $Arm Holdings (ARM.US)$ Stock prices have also almost doubled year-to-date.

The explosive development of AI has led to the emergence of a large number of data centers, and server cooling has become a major problem. As the only designated liquid cooling heat dissipation supplier of Nvidia.$Vertiv Holdings (VRT.US)$Having caught this 'overwhelmingly prosperous' wave, the stock price has risen more than doubled within the year, and has risen six times in the past two years. We have been overwhelmed with orders.

Article at the beginning of the year"Did not catch up with the Nvidia train? Wall Street points the way: this sector is expected to ride the AI wave and rise."It was previously written that Wall Street investment banks strongly advocated for electric power stocks, even shouting 'The end of AI is electrical utilities'.

And with last week$Microsoft (MSFT.US)$and $Constellation Energy (CEG.US)$ The signed Three Mile Island Agreement directly brings the enormous potential demand for nuclear energy to the fore, driving electrical utilities $Constellation Energy (CEG.US)$Please use your Futubull account to access the feature.$Vistra Energy (VST.US)$Please use your Futubull account to access the feature.$NRG Energy (NRG.US)$ and others directly surging. Vistra has risen over 211% year-to-date, surpassing nvidia's 149.4% increase.

Analysts predict that with the increase in demand for electricity from data centers and other large energy consumers, the demand for nuclear energy may further increase.

In addition, as discussions about "the end of AI is electrical utilities" escalate, copper has become a favorite in the AI sector, and recently both sectors experienced significant increases. $Southern Copper (SCCO.US)$Please use your Futubull account to access the feature.$Freeport-McMoRan (FCX.US)$ Recently, both sectors have seen significant gains.

Wall Street investment bank Wedbush analyst Dan Ives also believes that the Fed's rate cut is a "missing piece in the puzzle," indicating that the green light for high-tech growth trades has been relit and will continue until the end of this year and 2025. The bank estimates that the tech world will see about $1 trillion in AI capital expenditure over the next few years, driving growth during this period.

Analysts also point out that while AI trades are mainly focused on Nvidia and Microsoft, other tech giants have also joined the AI sector, including$Oracle (ORCL.US)$,$ServiceNow (NOW.US)$,$Palantir (PLTR.US)$,$Salesforce (CRM.US)$and$Dell Technologies (DELL.US)$Please use your Futubull account to access the feature.$IBM Corp (IBM.US)$Please use your Futubull account to access the feature.$Apple (AAPL.US)$Please use your Futubull account to access the feature.$Advanced Micro Devices (AMD.US)$ According to documents filed with the U.S. Securities and Exchange Commission (SEC), some of the most prominent actions Third Point took in the second quarter, respectively, were to establish positions, shareholding of and more.

Evans concluded that the dovish Fed should further cut interest rates, and the possibility of a soft landing in the economy is becoming increasingly likely. In addition, the combination of continuous soaring technology spending on AI and these factors means that there is still a lot of upside potential for AI trading.

Editor/Somer