‘Unique Opportunity': Analyst Says Industrial Giant Wins ‘Lion's Share' of AI Chip Contracts at a ‘Mundane Defensive Valuation'
A CNBC analyst described Linde, the world's largest industrial gas supplier, as a quiet gatekeeper of the AI chip buildout, saying it is winning the "lion's share" of AI chip contracts while trading at a "mundane defensive valuation." The report noted that the market has largely shrugged off this assessment.
Why it matters — Linde watchers would care because this highlights the company's role and competitive position in supplying gases essential to chip manufacturing, an area of growing demand tied to the AI buildout.