Nvidia's 'widespread impact' on other industries

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STORY: Nvidia's artificial intelligence-related chips "run five times hotter because they're faster," Halter explained. "So when you need the power, where do you get that from? It comes from the utilities."

"Then you've got the companies that are constructing the power operations," Halter continued, along with companies that build and manage data centers.

"So it's really kind of exciting, very exciting, to see what's going on here from the secondary and tertiary plays in this whole AI space besides just NVIDIA."