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Chinese investors have shifted their focus to metal and utility companies after having long favored the world’s largest chipmakers. These investors, seeking a lead in the artificial intelligence industry, argue that the firms are crucial in driving the industry forward. This shift to investing in the supply chain, from power generators to materials that power data centers, indicates growing concern among investors regarding the price hikes on pure AI stocks. On the other hand, analysts expressed their belief that firms backing this tech sector present a more budget-friendly approach to get involved in the leading trend this year.  The effects of this shift have already begun to be visible in the market. This was discovered after reports from sources indicated that an index monitoring Chinese energy stocks rose 10% in October, bolstering predictions of outperforming the CSI 300 Index for a second consecutive month. Notably, seven of the last month’s top ten gainers on this benchmark are connected to AI infrastructure.  No power, no AI On October 31, BofA Securities analysts, including Matty Zhao, released a statement highlighting “No power, no AI.” This statement pointed out their argument that China is privileged over Europe, the US, and Southeast Asia. This is due to the country’s substantial generation capacity, lower electricity expenses, and abundant renewable energy resources. Following this power-abundant environment, BofA Securities anticipated that approximately one-third of China’s total spending on AI would be allocated to constructing necessary facilities, with considerable funds allocated to metals, power, and cooling systems by 2030. Reliable sources noted that some of the main beneficiaries of this growth are power equipment producers, who are greatly benefiting as data centers require a more substantial electricity supply.  UBS Group AG also shared its recent prediction concerning the situation. The company has increased its prediction for China’s power…

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Filed under: News - @ November 15, 2025 8:27 am