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.
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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.
9. CareCloud, Inc. (NASDAQ:CCLD)
Number of Hedge Fund Holders: 3
CareCloud, Inc. (NASDAQ:CCLD) provides cloud-based healthcare IT solutions and business services for medical professionals and hospitals in the U.S.
On March 3, CareCloud, Inc. announced its acquisition of MesaBilling, completed on February 28, 2025, marking its return to an active expansion strategy. MesaBilling’s clients will now have access to CareCloud’s AI-powered technology and broader service offerings. Co-CEO Stephen Snyder highlighted that acquisitions have been vital to the company’s growth and that it marks the start of a new phase focused on strategic deals and partnerships. From 2012 to 2022, CareCloud completed over 20 acquisitions, achieving a compound annual growth rate of more than 30%. After pausing deals since mid-2021, the company is now refocusing on acquisitions to expand its AI-driven revenue cycle management platform, catering to medical practices seeking more efficient financial solutions.
8. Himax Technologies, Inc. (NASDAQ:HIMX)
Number of Hedge Fund Holders: 13
Himax Technologies, Inc. (NASDAQ:HIMX) develops semiconductor solutions for display imaging and sensing applications across multiple global markets.
On March 3, Himax Technologies, Inc. (NASDAQ:HIMX) announced that it will present its WiseEye AI and Liqxtal optical solutions at Embedded World 2025 in Nuremberg, Germany, from March 10-12. The company will highlight its ultralow power AI sensing technology for biometric authentication, smart home applications, and secure access control. Himax will also present advanced thermal imaging solutions for people flow detection, health monitoring, and security in collaboration with Calumino.
Liqxtal will introduce its LC-based optical technology, including the Liqxtal Pro-Eye display for reducing eye strain and its smart eyewear innovations, Liqxtal Graph and Liqxtal Dim, offering digital content display and adaptive light dimming. Himax and Liqxtal invite attendees to visit their booth at Hall 4, Stand 4-503.
7. Bitfarms Ltd. (NASDAQ:BITF)
Number of Hedge Fund Holders: 15
Bitfarms Ltd. (NASDAQ:BITF) operates cryptocurrency mining farms and provides electrical services in Canada and other regions.
On March 3, Bitfarms reported progress on key transactions, including the planned acquisition of Stronghold Digital Mining and the sale of its 200 MW Paraguay data center, both expected to close in Q1 2025. The moves aim to improve its energy portfolio and expand its North American infrastructure for Bitcoin mining and HPC/AI. The company also appointed Craig Hibbard as SVP of Infrastructure to support development efforts. Operationally, Bitfarms increased its hash rate to 16.1 EH/s by the end of February, with an average hash rate of 13.4 EH/s, while earning 213 BTC during the month.
6. Nokia Oyj (NYSE:NOK)
Number of Hedge Fund Holders: 20
Nokia Oyj (NYSE:NOK) provides mobile, fixed, and cloud network solutions, along with licensing and enterprise services worldwide.
At Mobile World Congress 2025, Nokia and its industry partners, including KDDI, SoftBank, T-Mobile US, and NVIDIA, highlighted progress in AI-powered Radio Access Networks (AI-RAN). Nokia is advancing Cloud RAN with AI computing to improve efficiency and enable new revenue models for telecom providers. To accelerate development, the company is establishing an AI-RAN Center in Dallas for testing real-world applications. Collaborations with NVIDIA, KDDI, SoftBank, and T-Mobile focus on AI integration, network optimization, and monetization opportunities. Nokia will present AI-driven solutions, including autonomous RAN management and AI-enhanced base stations, at its Mobile World Congress exhibit.
5. F5, Inc. (NASDAQ:FFIV)
Number of Hedge Fund Holders: 37
F5, Inc. (NASDAQ:FFIV) offers multi-cloud security and application delivery solutions for enterprises and governments.
On March 3, F5 announced that it has integrated its BIG-IP Next Cloud-Native Network Functions with NVIDIA BlueField-3 DPUs to improve network performance, security, and AI capabilities at the edge. The collaboration optimizes computing efficiency, reduces power usage, and improves traffic management for AI applications like autonomous systems and real-time monitoring. By using NVIDIA’s DOCA framework, F5 streamlines networking and security while supporting AI-RAN deployments, enabling mobile providers to maximize resource utilization and improve services.
4. Dell Technologies Inc. (NYSE:DELL)
Number of Hedge Fund Holders: 63
Dell Technologies Inc. (NYSE:DELL) provides computing, storage, networking, and cybersecurity solutions for businesses worldwide.
On March 3, TipRanks reported that DBS analyst Jim Hin Kwong Au reaffirmed a Buy rating on Dell (NYSE:DELL) with a $146.40 price target. His positive stance is based on strong non-GAAP EPS growth, driven by high-margin AI servers and management’s optimistic revenue and earnings forecasts of 8% and 14% increases, respectively. Dell’s leading position in PCs, storage software, and converged systems further supports its competitive advantage. Moreover, AI-enabled PCs developed with Microsoft and AI-optimized servers are expected to fuel future expansion. With the stock trading below the peer average P/E ratio, the analyst sees growth potential for investors.
3. Hewlett Packard Enterprise Company (NYSE:HPE)
Number of Hedge Fund Holders: 66
Hewlett Packard Enterprise Company (NYSE:HPE) provides computing, cloud, networking, and financial solutions to businesses.
At Mobile World Congress 2025, Hewlett Packard Enterprise (NYSE:HPE) is introducing new networking solutions and partnerships aimed at helping telecom providers improve AI-driven services and connect the edge to the cloud. HPE highlighted its Aruba Networking CX 8325P switch, which integrates precision timing for AI workloads, private 5G, and latency-sensitive applications.
The company also presented the next-generation HPE ProLiant Compute DL110 Gen12 server, built with Intel’s Xeon 6 chipset to support Open RAN and edge deployments. HPE also announced a collaboration with T-Mobile to provide small businesses with an affordable, enterprise-grade networking solution. Additionally, its booth featured live demonstrations of AI-powered automation, private 5G, Wi-Fi, and unified networking solutions. Attendees can explore HPE’s innovations at booth 3N10 in Hall 3.
2. GE Vernova Inc. (NYSE:GEV)
Number of Hedge Fund Holders: 111
GE Vernova Inc. (NYSE:GEV) provides power generation, wind energy, and electrification solutions, including grid and storage technologies, across global markets.
On March 3, BMO Capital reduced GE Vernova’s price target from $471 to $420 but maintained an Outperform rating, and noted positive outlooks for Power and Electrification and a more de-risked Wind business after DeepSeek’s emergence. On the same day, Barclays cut GE Vernova’s price target from $487 to $427 but kept an Overweight rating, pointing toward normalization in orders, lead times, pricing, and valuations across the multi-industry sector.
1. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Number of Hedge Fund Holders: 186
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) produces and sells integrated circuits, offering wafer fabrication and semiconductor services for various industries worldwide.
On March 3, The Wall Street Journal reported that Taiwan Semiconductor is planning to invest $100 billion in U.S. chip production over the next four years. President Trump is expected to announce the initiative later, according to sources. The funds will go toward developing advanced semiconductor facilities, supporting efforts to rebuild the U.S. chip manufacturing sector, which has largely shifted to Asia in recent years.
While we acknowledge the potential of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than TSM but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
READ NEXT: 20 Best AI Stocks To Buy Now and Complete List of 59 AI Companies Under $2 Billion in Market Cap.
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