In this article, we discuss 11 AI news and ratings you should take a look at.
KKR Global Head of Digital Infrastructure Waldemar Szlezak recently joined ‘Bloomberg Surveillance’ to discuss AI’s increasing energy demands and he sees AI as a lasting technological shift, comparable to electrification or the internet, rather than a “fad”. While short-term fluctuations may occur, he believes the overall trajectory remains strong. He also discussed how his firm is positioning itself to capitalize on this trend through data centers and power investments. While Nvidia’s latest earnings highlight AI’s momentum, Szlezak’s firm’s approach remains focused on infrastructure, especially in data centers and power generation.
Szlezak explained that his firm is shifting its data center strategy by emphasizing inference-based facilities near major population centers rather than large-scale training data centers. The firm currently owns five data center platforms across the U.S., Europe, and Asia, with a recent expansion into the Middle East. Additionally, it is heavily investing in energy infrastructure, recognizing that AI’s rapid expansion will significantly increase electricity demand. He pointed to the firm’s $3 billion investment in a transmission network across multiple states as an example of how the firm is supporting power distribution.
The Future of AI Requires Major Energy and Data Center Upgrades
Waldemar Szlezak projected that global data center capacity could grow from 50 gigawatts to as much as 300 gigawatts, with a shift toward production inference workloads over training. Szlezak also highlighted AI-driven energy consumption trends, predicting that U.S. power demand could double, requiring trillions of dollars in infrastructure investments. While he acknowledged the risk of market speculation, he believes that securing enough energy supply and transmission capacity is the most significant challenge. His firm remains cautious about entering new data center ventures at elevated valuations but sees private capital playing an important role in building the infrastructure needed to support AI-driven industrial growth.
For this article, we selected AI stocks by reviewing news articles, stock analysis, and press releases. We listed the stocks in ascending order of their hedge fund sentiment taken from Insider Monkey’s Q4 database of over 1000 hedge funds.
At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
11. Hyperscale Data, Inc. (NYSE:GPUS)
Number of Hedge Fund Holders: N/A
Hyperscale Data, Inc. (NYSE:GPUS) provides technology, infrastructure, and financial solutions across military, industrial, and digital markets globally.
On March 3, Hyperscale Data, Inc. (NYSE:GPUS) reaffirmed its plan to focus entirely on AI data centers by the end of 2025. The company reported preliminary unaudited financial results for 2024, with total revenue of $108.8 million and pro forma revenue, including the discontinued Giga-tronics defense unit, reaching $150.4 million.
Hyperscale Data operates a Michigan data center through its subsidiary Sentinum and its unit, Alliance Cloud Services. The facility also supports AI computing and generated $30.6 million from crypto mining, along with $0.9 million from real estate leases.
10. Digihost Technology Inc. (NASDAQ:DGHI)
Number of Hedge Fund Holders: 2
Digihost Technology Inc. (NASDAQ:DGHI) focuses on cryptocurrency mining, energy sales, and colocation services in the U.S. and Canada.
On March 3, Digihost Technology Inc. reported its February 2025 operations update, highlighting the launch of US Data Centers, Inc., a subsidiary focused on AI and HPC data centers. Its first project will convert the Columbiana, Alabama site into a Tier 3 facility, starting in Q2 2025.
The company earned $4.7 million in total revenue, with $2.2 million from energy sales, representing a 633% monthly increase, and $2.7 million from mining. Holdings stood at $10.1 million, down from January due to Bitcoin’s price drop and $2.5 million in capital expenditures. Digihost plans to expand its power capacity from 100MW to 200MW.
