--- title: "AI trade dead? Not according to the infrastructure providers!" type: "News" locale: "en" url: "https://longbridge.com/en/news/294400278.md" description: "Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade." datetime: "2026-07-30T17:58:41.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294400278.md) - [en](https://longbridge.com/en/news/294400278.md) - [zh-HK](https://longbridge.com/zh-HK/news/294400278.md) generator: "portal-rs" --- # AI trade dead? Not according to the infrastructure providers! Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade. ### Related Stocks - [SBGSY.US](https://longbridge.com/en/quote/SBGSY.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) ## Related News & Research - [3 arguments for and against AI watermarks](https://longbridge.com/en/news/296205500.md) - [What does Europe’s AI lag mean for the region?](https://longbridge.com/en/news/296510589.md) - [Consulting's race to become AI native](https://longbridge.com/en/news/296676838.md) - [Goldman Sachs Says This 1 Stock Is Set to Be the Biggest AI Productivity Winner](https://longbridge.com/en/news/296259340.md) - [One chart shows a big warning sign for the future of AI](https://longbridge.com/en/news/296329028.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**