datacentres
Commented by André Will-Laudien on August 6th, 2026 | 07:40 CEST
AI Infrastructure as a Megatrend: The Trillion-Dollar Race Involving Palantir, Micron, American Atomics, and AMD Continues
The global rise of artificial intelligence (AI) can no longer be reduced to just the software level; rather, it is evolving into a battle for physical computing power and stable energy grids. Within this fundamental ecosystem, Palantir orchestrates the massive data streams from government and commercial institutions and uses software to ensure that the physical IT infrastructure can be utilized efficiently in the first place. To provide the necessary processing power, semiconductor giant AMD is supplying the highly sought-after next-generation AI accelerator chips in an effort to gradually chip away at market leader Nvidia's market share. However, each of these high-performance computing operations requires immense amounts of ultra-fast storage, giving storage specialist Micron, as an indispensable supplier of the hardware backbone, significant pricing power. Because this enormous expansion of cloud platforms is simultaneously driving global electricity consumption to unprecedented heights, nuclear energy is coming into focus as a means of ensuring emission-free baseload power. This is where the Canadian company American Atomics comes in to play at this bottleneck in the AI value chain. By strategically building a vertically integrated North American nuclear fuel supply chain, it is securing the energy supply for future hyperscale data centers. Investors should maintain a well-diversified portfolio!
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Commented by Jens Castner on July 27th, 2026 | 07:05 CEST
The Week of Truth: Jitters at Amazon, Cool Heads at Vertiv, Bright Prospects at American Atomics
This week is crunch time. Two tech stocks, two earnings dates, one question: How much should artificial intelligence cost? Nervousness is spreading, especially at Amazon, ahead of its quarterly earnings report this coming Thursday. Following Alphabet's results from last week, one thing seems clear: those who invest heavily in AI infrastructure and data centers will be penalized. What appears as a billion-dollar line item on Amazon's expense sheet ends up as an order in the books of cooling specialist Vertiv. Consequently, Vertiv is taking a calm view of the numbers expected on Wednesday. Lurking in the background is a third stock that hardly anyone has on their radar yet: American Atomics. For now, the Canadian uranium explorer is worth little more on the stock market than a medium-sized trade business—yet it could tip the scales for the reactors that tech giants use to power their data centers.
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