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Trending Industry Today: Palantir Leads Gains In Artificial Intelligence Stocks
Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
Britain Needs AI to Break Out of Slow Growth Trap, Bailey Says
AI Agents Still Struggling
Has AI Trade in the US stock market come to an end? Goldman Sachs voiced that investors will return, and the "third phase of AI Trade" is the most worthy of attention.
Goldman Sachs believes that ongoing technological advancements and profit growth will refocus investors on AI stocks, remaining bullish on their long-term prospects. It is expected that as corporate AI capital expenditure growth slows and AI costs continue to decline, investor attention will shift from the infrastructure of the second stage to the revenue-generating applications of the third stage, with a bullish outlook on companies such as Palantir, Cloudflare, SentinelOne, and GitLab.
Goldman Sachs Expects the AI Trade to Continue Sooner Rather Than Later
