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AI Utilities - Eaton (ETN), Carrier (CARR), and Itron (ITRI)

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Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted growth potential for these "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies.
AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF)
You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai

  continue reading

15 episoade

Artwork
iconDistribuie
 
Manage episode 418280952 series 3566434
Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Should AI investors consider utilities? What would be the best AI utilities to invest in? We discuss potential investment opportunities in AI utilities, including Eaton (ETN), Carrier (CARR), and Itron (ITRI). The massive power consumption required for training AI models and the expected growth in data centers has boosted growth potential for these "AI-adjacent" electric companies, and AI investors have responded by buying up utilities and electric companies.
AI Stocks Covered: Eaton (ETN), Carrier (CARR), Itron (ITRI), XLU (Utilities ETF)
You can find our AI utility and AI electrical company holdings and all our other holdings at https://investingintel.ai

  continue reading

15 episoade

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