AI is in a "super cycle"! Energy, computing power, and storage capacity are expected to benefit—this comprehensive investment landscape is worth collecting!

As preliminary consensus was reached in the China-U.S. talks,the U.S. stock market is expected to return its focus to AI investment this week.

This week, Microsoft, Google, Meta, Apple, and Amazon from the 'Mag 7' will release their earnings reports in quick succession, while NVIDIA, the artificial intelligence chip giant, will host its GTC conference, with CEO Jensen Huang's keynote speech highly anticipated.

Market sentiment is warming up in advance.Goldman Sachs traders stated,It is anticipated that if there are no errors in financial reports, the market will be prepared for "another rise in index levels led by super capital technology."

In recent years, the AI industry has consistently been the main focus of investment markets. In addition to the highly anticipated earnings season, actions taken by the U.S. government also constitute a significant force influencing the market.This article provides a comprehensive analysis of recent policy changes and the overall investment landscape.

How is the U.S. government paving the way for an AI supercycle?

In addition to focusing on the earnings season,a series of signals released by the U.S. government indicate its intention to increase efforts and accelerate the advent of an artificial intelligence supercycle.

First,The Trump administration has introduced a new measure: urging regulatory agencies to significantly expedite the approval process for 'power grid connections.'The U.S. Secretary of Energy urged the Federal Energy Regulatory Commission (FERC) to limit the review period for data center power grid connection applications to 60 days, whereas this process currently can take several years.

Secondly, the U.S. Department of Commerce announced further details regarding the implementation of the 'U.S. Artificial Intelligence Export Initiative.'This includes establishing a federal financing framework through the U.S. Export-Import Bank and the International Development Finance Corporation, providing a sustainable flow of funding for artificial intelligence investment cycles and reducing reliance on reciprocal investments from large corporations.

In fact, AI is occupying an increasingly important position in today’s business environment.

Research firm Pantheon Macroeconomics estimates that,without AI-related infrastructure spending and the wealth effect brought by surging AI-related stocks, U.S. GDP growth in the first half of 2025 would be only 1%, instead of the actual 1.6%.

Bloomberg Economics expects that as tech giants such as Google, Meta, and Microsoft increase their AI capital expenditures from nearly $400 billion this year to $600 billion next year,AI's contribution to GDP growth could rise to 1.5 percentage points next year.

AI is in a 'super cycle'! Investment opportunities abound.

Since the beginning of this year, the core logic driving the AI market has evolved from chip stocks spreading across the entire industrial chain. We have also compiled a comprehensive map of AI investment opportunities for fellow investors to reference:

Energy dimension — traditional power, nuclear energy, solar energy, battery storage

Private equity giant Apollo Global Management has warned that renewable energy alone is insufficient to power the age of artificial intelligence, prompting a shift in the investment community from 'energy transition' to a more urgent 'energy expansion' paradigm,which entails a substantial increase in all sources of electricity generation.

Additionally, the aforementioned push by the Trump administration to expedite approvals for data centers to connect to the gridfurther underscores the unprecedented surge in demand for electricity driven by the explosive growth of artificial intelligence.

Previously,The Second Half of the AI Race — Electricity! Four Key Investment Themes in U.S. Stocks You Must KnowIt was also noted that investors should focus on opportunities and investment rationales across traditional power, nuclear energy, solar energy, and battery storage sectors; interested fellow investors can click to read further. Below are some related companies to keep an eye on:

Electricity producers: $GE Vernova (GEV.US)$ 、 $Vistra Energy (VST.US)$ 、 $Talen Energy (TLN.US)$ 、 $NRG Energy (NRG.US)$ 、 $The AES Corp (AES.US)$ 、 $NextEra Energy (NEE.US)$ 、 $Southern (SO.US)$ 、 $Duke Energy (DUK.US)$ 、 $NRG Energy (NRG.US)$ ；

Nuclear Energy: $Constellation Energy (CEG.US)$ 、 $Oklo Inc (OKLO.US)$ 、 $NuScale Power (SMR.US)$ 、 $BWX Technologies (BWXT.US)$ 、 $NANO Nuclear Energy (NNE.US)$ 、 $Cameco (CCJ.US)$ 、 $Centrus Energy (LEU.US)$ 、 $Uranium Energy (UEC.US)$ 、 $Energy Fuels (UUUU.US)$ ；

Solar Energy: $First Solar (FSLR.US)$ 、 $Nextpower (NXT.US)$ 、 $Sunrun (RUN.US)$ 、 $Enphase Energy (ENPH.US)$ ；

Battery & Energy Storage: $Tesla (TSLA.US)$ 、 $Bloom Energy (BE.US)$ 、 $Eos Energy (EOSE.US)$ 、 $QuantumScape (QS.US)$ 、 $Plug Power (PLUG.US)$ 、 $Microvast (MVST.US)$ 、 $Fluence Energy (FLNC.US)$ 。

Data center equipment — generators, racks, networking equipment, cooling systems

This 'density revolution,' triggered by chips, is making a bottom-up impact on the infrastructure of data centers, with its core battleground concentrated in two areas:Cooling systems (water) and Power supply systems (electricity).

Previously,Who Are the Hidden Forces Behind Data Centers? A Comprehensive Look at the Supporting Infrastructure Industry Chain!It has been noted that the essence of the AI race is a competition over physical infrastructure. In this unprecedented gold rush ignited by AI,supply chain giants that master core cooling and power supply technologies—capable of 'cooling' and 'powering' massive computing capabilities—will undoubtedly emerge as the true winners.At the data center level, investors can focus on:

Optical communications: $Lumentum (LITE.US)$ 、 $Astera Labs (ALAB.US)$ 、 $Credo Technology (CRDO.US)$ 、 $Lumen Technologies (LUMN.US)$ 、 $Ciena (CIEN.US)$ 、 $Applied Optoelectronics (AAOI.US)$ 、 $Coherent (COHR.US)$ 、 $Corning (GLW.US)$ 、 $Fabrinet (FN.US)$ 、 $Amphenol (APH.US)$ 、 $POET Technologies (POET.US)$ ；

Heat dissipation: $Tecogen Inc (TGEN.US)$ 、 $Trane Technologies (TT.US)$ 、 $Carrier Global (CARR.US)$ 、 $Johnson Controls (JCI.US)$ 、 $Vertiv Holdings (VRT.US)$ ；

Backup power generation: $Cummins (CMI.US)$ 、 $Caterpillar (CAT.US)$ 、 $Power Solutions International (PSIX.US)$ ；

Rack server: $Dell Technologies (DELL.US)$ 、 $Hewlett Packard Enterprise (HPE.US)$ 、 $Super Micro Computer (SMCI.US)$ ；

Switch: $Arista Networks (ANET.US)$ 、 $Celestica (CLS.US)$ 、 $Cisco (CSCO.US)$ ；

Circuit board: $TTM Technologies (TTMI.US)$ 。

AI —— Cloud, Memory, Data, Hardware

As artificial intelligence permeates various fields,computing power, storage capacity, and data transmission have become the three critical pillars of the data era.

Previously,‘OpenAI Advances into AI Applications!’ The Two Key Sectors of Compute Power and Storage Enter a ‘Golden Cycle’—This Investment Map Is Worth Saving!As previously highlighted in an article,under the influence of AI, computing power has become the 'oil' of the new era, while the global memory chip market is entering an unprecedented 'hunger game.'

Therefore, with the continuous development of AI, in addition to focusing on hyperscale companies such as Microsoft, Google-A, Amazon, Meta Platforms, and Oracle, there is also a series of other companies worth paying close attention to:

Chips: $NVIDIA (NVDA.US)$ 、 $Broadcom (AVGO.US)$ 、 $Advanced Micro Devices (AMD.US)$ 、 $Taiwan Semiconductor (TSM.US)$ 、 $Intel (INTC.US)$ 、 $ASML Holding (ASML.US)$ 、 $Navitas Semiconductor (NVTS.US)$ 、 $Marvell Technology (MRVL.US)$ ；

Neocloud: $CoreWeave (CRWV.US)$ 、 $NEBIUS (NBIS.US)$ ；

Crypto mining transitions to AI cloud computing: $IREN Ltd (IREN.US)$ 、 $Applied Digital (APLD.US)$ 、 $Cipher Digital (CIFR.US)$ 、 $Galaxy Digital (GLXY.US)$ 、 $Core Scientific (CORZ.US)$ 、 $TeraWulf (WULF.US)$ 、 $CleanSpark (CLSK.US)$ 、 $Hut 8 (HUT.US)$ etc.;

Memory (Storage): $Micron Technology (MU.US)$ 、 $Western Digital (WDC.US)$ 、 $Seagate Technology (STX.US)$ 、 $SanDisk (SNDK.US)$ 、 $Silicon Motion Technology (SIMO.US)$ 、 $Everpure (P.US)$ 、 $Rambus (RMBS.US)$ , where Rambus, a globally leading provider of memory interface chips and IP, is one of only three suppliers worldwide for memory interface chip products. Additionally, attention can be directed to Hong Kong-listed stocks. $CSOP Samsung Electronics Daily (2x) Leveraged Product (07747.HK)$ 、 $CSOP SK Hynix Daily (2x) Leveraged Product (07709.HK)$ 。

Data Infrastructure: $Palantir (PLTR.US)$ 、 $Snowflake (SNOW.US)$ 、 $Innodata (INOD.US)$ 、 $Datadog (DDOG.US)$ 、 $MongoDB (MDB.US)$ 。

Summary

The wave of AI is unfolding a grand narrative across industries, bringing unprecedented historical opportunities. In the face of this era’s红利 (benefit), investors are presented not only with an abundance of opportunities but also with the ultimate test of deep insight and strategic resolve.

To participate effectively, one must maintain absolute rationality and carefully assess a company's core barriers, financial health, and valuation safety to stay grounded amidst market noise, navigate through cycles, and ultimately emerge as a long-term winner in this profound transformation.

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