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Hiral Patel - 2 Morgan Stanley's - 1 Europe that's - 1 Stifel Nicolaus - 1 Eaton - 1 Sarang Vora - 1 Tyson - 1 that's - 1
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Barclays - 2 International Energy Agency - 1 CNBC - 1 Microsoft - 1 Electricity - 1 Constellation - 1 Digital Realty Trust - 1 Digital - 1

Search resuls for: "Hiral Patel"


2 mentions found


☆ Electricity demand from data centers, AI and crypto could double in 2 years. How to play it
  + stars: | 2024-02-06 | by ( Pia Singh | ) www.cnbc.com   time to read: +5 min
The firm pointed to recent data from the International Energy Agency, which forecasted that electricity consumption from data centers, artificial intelligence and the cryptocurrency sector could double by 2026. "The latest IEA electricity forecasts paint an even more alarming outlook for data center consumption," analyst Hiral Patel wrote in a Monday note. Barclays said it is looking at three investment areas that are a key part of the trend: data center operators, data center suppliers and data center grid infrastructure builders. After successfully using lithium-ion batteries at a Dublin data center , Microsoft wants to expand grid-interactive battery storage in other areas. That includes nine data centers in Ireland, which is a data center hotspot in Europe that's also under increased risk given its soaring electricity consumption, Barclays said.
Persons: Hiral Patel, Morgan Stanley's, Europe that's, Stifel Nicolaus, Eaton Organizations: Barclays, International Energy Agency, CNBC, Microsoft, Electricity, Constellation, Digital Realty Trust, Digital, European Union, Blackstone, Digital Realty, Devices, AMD, Tech Locations: Japan, U.S, Dublin, Ireland, Europe, European, Frankfurt, Paris, Virginia
☆ A 'major revolution' is underway in the food industry. How to invest in the rise of alternative meat
  + stars: | 2023-07-22 | by ( Michelle Fox | ) www.cnbc.com   time to read: +12 min
"The food industry is undergoing a major revolution," Telsey Advisory Group analyst Sarang Vora wrote in a June 26 note. The rise, fall and future of plant-based meat Plant-based meat has been around for decades. The firm is forecasting a $450 billion market opportunity for cultivated meat by 2040, perhaps reaching 20% of the global meat market. Investing in cultivated meat For investors interested in getting in on the cultivated meat "revolution," it is still early stages, said Telsey's Vora. Archer-Daniels-Midland also recently announced it is collaborating with Believer Meats on new ways to develop and commercialize cultivated meat products.
Persons: Sarang Vora, Tyson, that's, we've, Alec Lucas, Laine Clark, it's, Clark, We'll, Hiral Patel, Brazil —, Institute's Clark, We're, It's, Telsey's, Kellogg, Steve Cahillane, Steakholder, Ben Haynor, — CNBC's Michael Bloom Organizations: Advisory, Department of Agriculture, Foods, McKinsey & Company, Tyson Foods, Kellogg, Global, Food Innovation, Whole Foods, Food Institute, CNET, Barclays, McKinsey, Daniels, Midland, Reuters, Steakholder, Global Partners Locations: Jordan, United States, U.S, Norway, China, India, Brazil
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