Where Are Goldman Sachs' Most Promising Phase 2 AI Stocks Positioned?

The developments and investments in the field of Artificial Intelligence (AI) are currently a dominant topic in the markets, and investors have rising expectations regarding the future performance of this sector. Following the successes of major tech companies that greatly benefited from the demand for technology products post-pandemic, AI stocks are now particularly in high demand. Particularly exciting is the development of a specific AI company whose share price has risen an incredible 1,100% since October 2022, which has caused astonishment in the stock market and turned investor dreams into reality. The driving force behind this interest is the ubiquity of AI technology, which finds application in many industries. This leads to a growing demand for data centers and massive investment in necessary infrastructure, which also impacts the energy sector. A look at the latest report from the investment bank Goldman Sachs reveals a division of the AI sector into four categories. Particularly noteworthy is that the segment of AI capacity providers, including energy suppliers, has achieved significant returns. The energy sector impressed in the S&P index with strong 16% returns and proved to be a particularly robust performer. NRG Energy, a major independent utility company, also benefits from this demand. The company is planning a massive expansion of its capacities for hyperscalers and data centers, relying on both renewable and traditional energies. The planned investments aim to significantly increase the current capacity of 13 gigawatts. With a positive balance sheet from the last quarter and investments in Texas, NRG Energy positions itself as a promising player in the field of AI infrastructure. NRG ranks tenth among the phase-2 AI stocks highlighted by Goldman Sachs. Despite its potential, however, analysts note that there are still more attractive AI investments with higher short-term profit potential.