In recent weeks, two huge events have appeared related to the investment landscape of artificial intelligence. The first came on January 21 with the announcement of the Star Gate project. He hopes to invest $ 500 billion in the AI infrastructure for Catgpt Creator Openai. President Trump’s praise for the project made this announcement even more noticeable. In addition to famous beneficiaries of this partnership, such as NVIDIA NASDAQ: NVDAMany suppliers and other companies can also benefit. I will discuss some of them below.
It is important to add the context to this ad by highlighting other key news on Deepseek. The company allegedly was able to build a model of AI, which is competing with Chatgpt for a small part of the cost. This led to a big sale in many large names of technologies and chips. Uncertainty is growing against the claims of the dipseack and their consequences. MT Newswires reports that the analyst Bank of America Vivek Arya believes that the success of Deepseek can actually help the computer industry of artificial intelligence. He said: “We believe that the appearance of the DeepSeek model in China can stimulate even higher expenses for AI from American hypermeticists,” as they strive to persecute general artificial intelligence. Deepseek can still significantly weaken investments in the field of artificial intelligence, but this remains to be seen.
Arista NetWorks: Traffic Paying in data processing centers
Arista Networks today
- 52-week range
- $ 60.08
▼
$ 133.57
- P/e ratio.
- 55.39
- Value is valuable
- $ 105.83
Arista network NYSE: Yes Arista Networks is a key manufacturer of Ethernet switches for cloud data centers. Ethernet switches are essentially equipment that directs the flow of data between different components in the data center. One of the key needs in data processing centers as AI proliferates is the ability to move more and more data. Arista Networks has achieved great success thanks to this. He leads the market on the switches of the data center with high throughput.
Another key component of his technology is that it is easily updated. It works well with components from different companies. Thus, the operators of data processing centers are not blocked on certain suppliers. This is a great positive in the industry, where technology develops rapidly, and leaders in the same technology today are not the same as tomorrow’s day. Ariste will significantly win as it achieves in the field of artificial intelligence, and the need to process a greater increase in data. The Stargate announcement adds fuel, which indicates huge capital costs over the next few years to create and update data centers.
Equinix: House for computing power
Equinix Today
As of 31.01.2025 21:00
- 52-week range
- $ 684.14
▼
$ 994.03
- Dividend yield
- 1.87%
- P/e ratio.
- 82.39
- Value is valuable
- $ 997.53
Equinix NASDAQ: EQIX It is an investment real estate fund at the data center (Reit), and can also benefit from the Stargate announcement. Equinix provides real estate for data processing centers for storing its computing power. It also provides liquid cooling systems and energy supply necessary to launch advanced chips. Hypers pay Equinix for space in their objects. Microsoft NASDAQ: MSFT And Oracle NYSE: OrCl Provide computing power for Openai. They have a significant relationship with Equinix. Microsoft Azure detects 44% of its components in the framework of Equinix equipment. For Oracle, the number is 49%. The nodes at the turn allow end users to safely connect to Azure and Oracle. They can do this without the use of a public Internet.
Since companies invest billions in the infrastructure of artificial intelligence in expanding Openai capabilities, they can increase the demand for Equinix objects to accommodate computing power. In addition, if the ChatGPT abilities are improved, more and more companies may need a direct reference to data processing centers that run Openai calculations. Given that the company is clearly a reliable supplier of infrastructure for Microsoft and Oracle, it is likely that they will continue to direct it.
Caterpillar: Demand for construction equipment will benefit
Caterpillar today
- 52-week range
- $ 299.93
▼
$ 418.50
- Dividend yield
- 1.52%
- P/e ratio.
- 17.24
- Value is valuable
- $ 380.13
One company that can benefit from the Stargate project in a more indirect way – Caterpillar NYSE: CATThe Stargate field plans to invest billions in the creation of new camps of the data center. Caterpillar, a key manufacturer of construction equipment, will benefit from these massive construction projects. The extrapolation of data from JLL, having built the base building of the Center for Processing Data Foot data from 125 to 200 million dollars. These costs will probably lead to higher costs for Caterpillar construction equipment.
In addition, there may be significant investments in creating more means for the production of electricity in order to power these data centers. AI quickly increases the amount of electricity necessary for the United States to power technology. In general, a lack of deliveries will probably challenge the energy grid in the coming years, which means that the company needs to create new capacities. Sales of caterpillar equipment should also benefit from this. In addition to construction equipment, Caterpillar also provides reserve generators for data processing centers and technical examination for their construction.
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