AI Data Centers: Nvidia, Digital Realty, Credo Soar
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Show Notes
AI data centers are booming, with spending projected at $700 billion, surpassing the economies of countries like Israel or Sweden. Nvidia, Digital Realty Trust, and Credo Technology Group are leading the charge. Nvidias sales surged 73% YoY, reaching $68.1 billion, while Digital Realty runs over 300 data centers and offers a 2.8% dividend yield. Credo Technologys revenue skyrocketed 201% to $407 million, with even bigger growth expected. This AI wave presents a $4 trillion opportunity, making these stocks worth watching.
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