Amid the growing AI market and rising copper prices, highlighting the importance of power infrastructure companies, Bloom Energy's inclusion in the S&P 500 is drawing investors' attention.
As AI data centers and power demand increase, the copper supply shortage is deepening. This has led to a surge in copper prices, increasing the cost burden on AI infrastructure companies. This trend has raised concerns that it could slow the growth of the AI market by increasing the cost burden on power infrastructure companies.
The opinion is that an interest rate hike within the year is necessary as a means to control the market's rapid growth rate and manage potential risks. Such a rate hike could help calm the overheated AI market and encourage healthy growth.
As market concerns grow that AI could replace specialized software, major software stocks such as Salesforce and ServiceNow have seen increased declines. This indicates that the impact of AI technology advancements on existing industrial structures is beginning to materialize.
With this, Salesforce is attempting to infiltrate AI technology internally to increase work efficiency while dispelling market concerns.
Expectations for agent AI have recently grown, further increasing the importance of CPUs. This trend is expected to sustain the strength of the hardware sector, which is essential for building AI infrastructure, for some time.
While it will take time for Intel to immediately lead the foundry market, it is evaluated as having sufficient potential to catch up with competitors. With the full-scale production of EUV equipment, it is improving its micro-process technology, and the increasing importance of CPUs due to the spread of AI adoption provides it with a favorable position. Coupled with government equity investments and vast financial resources, Intel's competitiveness in the foundry market is expected to strengthen further.
Bloom Energy showed rapid growth, with operating profit increasing by over 900% year-on-year, and its inclusion is expected to lead to an upward trend in stock prices due to anticipated passive fund inflows.
Bloom Energy plays a crucial role in resolving bottlenecks in data center power infrastructure. In collaboration with Oracle, they successfully reduced the data center power installation period from the conventional 90 days to just 55 days. This rapid deployment capability is a strong advantage in effectively meeting the surging data center power demand, and a power demand cycle of at least two years is projected to continue.
Therefore, from a long-term perspective, it is important to formulate an investment strategy considering the 2-year industry cycle.
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