A $70 billion bet on AI and energy! In the Trump 2.0 era, these sectors are the focal points of strategic layout.

Overnight, according to media reports, Trump plans to announce a $70 billion investment in Pennsylvania on Tuesday aimed at accelerating AI and energy layouts.

The media pointed out that the investments will come from several companies, covering the construction of new data centers, expansion of power generation capabilities, upgrades to grid infrastructure, and related AI training programs and apprenticeship programs.

Reportedly, including $貝萊德 (BLK.US)$ by Larry Fink, $Palantir (PLTR.US)$ Alex Karp, Anthropic's Dario Amodei, $埃克森美孚 (XOM.US)$ by Darren Woods and $雪佛龍 (CVX.US)$ Mike Wirth's more than 60 AI and NENGYUANHANGYE high pipes are expected to take office.

This news is the same as driving AI Concept shares and Nuclear stocks to a strong wave, such as $Palantir (PLTR.US)$ Nuclear stocks rise nearly 5% to new all-time high $NuScale Power (SMR.US)$ 、 $Oklo Inc (OKLO.US)$ Average growth of more than 11%.

The market view argues that this model clearly outlines Trump's thinking on AI development: to maximise private sector investment by relaxing regulation, speeding up project licensing processes, and creating a favourable business environment, rather than direct government funding.

This preferred strategy in the private sector can provide significant growth opportunities for listed companies in the relevant Industry Chain. Data centers, power infrastructure facilities, and AI chip and software service providers could be the beneficiaries of this surge. Instrument View:

datacenter

Futubull manages the AI Data Center Industry Chain for your mooer's reference:

In terms of chips, investors can focus on $英偉達 (NVDA.US)$ 、 $博通 (AVGO.US)$ 、 $邁威爾科技 (MRVL.US)$ 、 $英特爾 (INTC.US)$ 、 $美光科技 (MU.US)$ 、 $美國超微公司 (AMD.US)$ Like chip giants.

IT Infrastructure, Focus on Servers $戴爾科技 (DELL.US)$ 、 $超微電腦 (SMCI.US)$ 、 $慧與科技 (HPE.US)$ ; Network $思科 (CSCO.US)$ 、 $Arista Networks (ANET.US)$ Etc.; Storage $Pure Storage (PSTG.US)$ 、 $美國網存 (NTAP.US)$ etc.

Data center, attention $微軟 (MSFT.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $亞馬遜 (AMZN.US)$ 、 $Meta Platforms (META.US)$ 、 $甲骨文 (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ 。

What Data Center Developers and Operators Need to Look Out For $數字房地產信托公司 (DLR.US)$ 、 $易昆尼克斯 (EQIX.US)$ 、 $DigitalBridge Group (DBRG.US)$ 。

Large-scale enterprises include $微軟 (MSFT.US)$ 、 $亞馬遜 (AMZN.US)$ 、 $谷歌-A (GOOGL.US)$ 、 $甲骨文 (ORCL.US)$ etc.;

AI CLOUD SERVICES COULD BE RELATED TO NVIDIA INTEL SAMSUNG $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ 、 $Applied Digital (APLD.US)$ ;

In addition, such as electrical equipment $伊頓 (ETN.US)$ 、 $GE Vernova (GEV.US)$ and Liquid Cooling Service Providers $Vertiv Holdings (VRT.US)$ 。

Power Infrastructure

It is worth noting that Trapp and other government officials are keenly aware of the importance of another breakthrough in the Tech industry: keeping America's energy-intensive AI data centers operating.

As a result, energy has become an integral part of data centers, such as $GE Vernova (GEV.US)$ 、 $第一太陽能 (FSLR.US)$ 、 $Enphase Energy (ENPH.US)$ 、 $新紀元能源 (NEE.US)$ ; Oil & Gas side $埃克森美孚 (XOM.US)$ 、 $雪佛龍 (CVX.US)$ ; and nuclear power shares $NuScale Power (SMR.US)$ 、 $Oklo Inc (OKLO.US)$ 、 $NANO Nuclear Energy (NNE.US)$ 、 $BWX Technologies (BWXT.US)$ 。

As you can see, AI's development is using the data center to be a huge energy drain. OTHER POWER REQUIREMENTS ARE GROWING FASTER THAN ELECTRIC VEHICLES, POWER AND OTHER XINXINGCHANYE INDUSTRIES. By 2035, data centers are expected to account for 8.6% of total U.S. power requirements, which is twice as much as 3.5% today.

Pembo New energy Fund (BNEF) predicts that by 2035, U.S. data center power needs will grow by more than 35 GW to 78 GW from about 35 GW in 2024. Actual energy consumption will increase further, and average hourly power demand will increase by almost two times, from 16GW in 2024 to 49GW in 2035.

Wall Street recognizes that the ideal alternative energy source is energy, which means providing stable, pollution-free power, lowering overall decarbonization costs, and directly transmitting and hardening the supply of CECEP Solar Energy and wind through limiting grid investment and battery storage requirements. Hence, the stock is looking forward to a strong trend.

Chiang Rong announced a new nuclear power policy: it is planned to build a 10-seat nuclear power plant by 2030 and quadruple U.S. nuclear power by 2050. This news sparked a surge in the share of the Core Electric Concept.

According to the National Securities Research Reports, the SMR Nuclear Industry Chain covers a variety of environments ranging from upstream fuel mining, mid-water development to construction, downstream operations and waste treatment.

Upstream: Raw materials and processing

The supply of basic raw materials, key equipment and fuels required for upstream Industry Chain and nuclear development, mainly includes mining and condensing.

Specifically, uranium mining includes $Cameco (CCJ.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Energy Fuels (UUUU.US)$ 、 $丹尼森礦業 (DNN.US)$ 、 $NexGen Energy (NXE.US)$ ; nuclear fuel processing $Centrus Energy (LEU.US)$ $ 。

Midstream: Design, R&D and Construction

Mid-stream includes design, R&D, and construction. In which,

$NuScale Power (SMR.US)$ is the first listed SMR nuclear power manufacturer, the company's core product is SMR power modules;

$Oklo Inc (OKLO.US)$ focused on the development of Small Modular Reactors (SMRs), which were invested by Altmann, the father of ChatGPT;

$NANO Nuclear Energy (NNE.US)$ Specializing in the development of Small Modular Modular Resonators, the main 4-block SMR-related content, including Manufacturing, Fuels, Transportation, etc., in the manufacture of multi-component vertically integrated Industry Chains;

$BWX Technologies (BWXT.US)$ Focusing on nuclear reactor component manufacturing and nuclear technology, the biggest difference from SMR/OKLO is that BWXT is a large equipment supplier and technology service provider primarily providing nuclear reactor components, nuclear fuel, and defense-related nuclear technology to government and commercial sectors. Customers include the U.S. Government (such as the Navy) (Nuclear submarines provide nuclear reactors).

Downstream: Operations, Sales and Waste Disposal

Downstream mainly for nuclear power plant operations and energy supply. Participants include $Constellation Energy (CEG.US)$ 、 $Vistra Energy (VST.US)$ 、 $美國電力 (AEP.US)$ 、 $美國南方公司 (SO.US)$ 、 $愛克斯龍電力 (EXC.US)$ 、 $杜克能源 (DUK.US)$ 、 $安特吉 (ETR.US)$ 、 $公務集團 (PEG.US)$ etc.

In addition, electrical and electrical equipment includes $GE Vernova (GEV.US)$ 、 $伊頓 (ETN.US)$ 、 $霍尼韋爾 (HON.US)$ 、 $艾默生電氣 (EMR.US)$ 、 $Graham (GHM.US)$ etc.

The latest Goldman Sachs Performance Industry Report, ResearchReports, indicates that the global mining market is heading for an era of structural failure. This trend will accelerate starting in 2025 to reach 0.13 billion pounds of global mineral losses by 2040. At the same time, the demand for nuclear power is increasing in AI, and the world is welcoming nuclear devices.

The analysis showed that mineral supply imbalance, increased nuclear demand and other electrification trends will mutually drive the investment value of the Nuclear Industry Chain. Zerohedge, the core theme will continue to win the market in 2030, and possibly extend into 2050.

AI Software

By 2025, investors will shift from AI infrastructure to broader AI “Phase III” application promotion and transformation.

This includes, AI+ data analysis $Palantir (PLTR.US)$ 、 $Cellebrite (CLBT.US)$ 、 $Elastic (ESTC.US)$ ;

AI+ Cloud Services $ServiceNow (NOW.US)$ 、 $康沃系統 (CVLT.US)$ 、 $Datadog (DDOG.US)$ 、 $Cloudflare (NET.US)$ 、 $Snowflake (SNOW.US)$ 、 $MongoDB (MDB.US)$ 、 $Confluent (CFLT.US)$ 、 $Gitlab (GTLB.US)$ 、 $Fastly (FSLY.US)$ ;

AI+ Digital Advertising and Marketing $Applovin (APP.US)$ 、 $The Trade Desk (TTD.US)$ 、 $Digital Turbine (APPS.US)$ 、 $Klaviyo (KVYO.US)$ 、 $Zeta Global (ZETA.US)$ 、 $Braze (BRZE.US)$ 、 $Adobe (ADBE.US)$ 、 $Twilio (TWLO.US)$ 、 $Life360 (LIF.US)$ ;

AI+ Enterprise Solutions $Doximity (DOCS.US)$ 、 $Workday (WDAY.US)$ 、 $自動數據處理 (ADP.US)$ 、 $Zoom通訊 (ZM.US)$ 、 $SAP SE (SAP.US)$ ;

AI+ Project Management $monday.com (MNDY.US)$ 、 $Atlassian (TEAM.US)$ 、 $ Asana (ASAN.US)$ ;

AI+ Sales and Marketing Platform $HubSpot (HUBS.US)$ 、 $賽富時 (CRM.US)$ ;

AI+ IoT $Samsara (IOT.US)$ AI+ Online Education $多鄰國 (DUOL.US)$ 。

Trump's announced $70 billion investment in AI and energy not only unleashes ample trust in the private sector, but also highlights deep insights into energy bottlenecks and the layout of the political landscape.