Key Insights on AI Investment
Texas Instruments (NASDAQ: TXN) saw a significant 70% growth in its data center chip sales in 2025, indicating a surge in demand as AI technology becomes more prevalent in various sectors. The company’s analog chips play a crucial role in power management for data centers, distinguishing them from Nvidia’s AI-specific chips.
Companies like Bloom Energy (NYSE: BE) and Brookfield Renewable (NYSE: BEP, BEPC) are emerging as key players in the AI sector, providing power solutions essential for data centers. Bloom Energy has established partnerships with major utilities, while Brookfield Renewable is already supplying electricity to giants such as Microsoft and Google, boasting a 5.2% dividend yield.
