{"id":995330,"date":"2026-06-12T13:37:21","date_gmt":"2026-06-12T13:37:21","guid":{"rendered":"https:\/\/www.europesays.com\/fr\/995330\/"},"modified":"2026-06-12T13:37:21","modified_gmt":"2026-06-12T13:37:21","slug":"les-vrais-gagnants-sont-ailleurs-sur-quelles-entreprises-faut-il-vraiment-investir-pour-profiter-du-boom-de-lia","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/fr\/995330\/","title":{"rendered":"\u00abLes vrais gagnants sont ailleurs\u00bb : sur quelles entreprises faut-il vraiment investir pour profiter du boom de l\u2019IA ?"},"content":{"rendered":"<p>\n    Alors que les valorisations des g\u00e9ants des semi-conducteurs comme Nvidia donnent des sueurs froides \u00e0 ceux qui craignent une bulle de l\u2019IA, certains investisseurs pr\u00e9f\u00e8rent miser sur des entreprises plus inattendues, pour surfer sur la fr\u00e9n\u00e9sie autour des projets de data centers.<\/p>\n<p class=\"fig-paragraph\">Alors que la vague de l\u2019intelligence artificielle g\u00e9n\u00e9rative d\u00e9ferle, les capitalisations en Bourse des poids lourds des semi-conducteurs,\u00a0<a href=\"http:\/\/www.lefigaro.fr\/economie\/5000-milliards-de-dollars-les-raisons-de-la-folle-envolee-boursiere-du-geant-americain-nvidia-20251105\" target=\"_blank\" data-fig-type=\"Article\" rel=\"noopener nofollow\" data-gtm-custom-categorie=\"navigation\" data-gtm-custom-action=\"crossclick\" data-gtm-custom-label=\"Contextuel\" data-gtm-event=\"customEventSPE\" data-fig-domain=\"LEFIGARO\">comme Nvidia<\/a>, ont d\u00e9j\u00e0 flamb\u00e9, faisant craindre le risque d\u2019<a href=\"http:\/\/www.lefigaro.fr\/secteur\/high-tech\/afflux-d-argent-attentes-disproportionnees-le-spectre-d-une-bulle-financiere-dans-l-intelligence-artificielle-20250828\" target=\"_blank\" data-fig-type=\"Article\" rel=\"noopener nofollow\" data-gtm-custom-categorie=\"navigation\" data-gtm-custom-action=\"crossclick\" data-gtm-custom-label=\"Contextuel\" data-gtm-event=\"customEventSPE\" data-fig-domain=\"LEFIGARO\">une bulle de l\u2019IA<\/a>. Et au point que le ticket d\u2019entr\u00e9e pour attraper le train en marche est d\u00e9j\u00e0 hors de la port\u00e9e de nombreux investisseurs. Ainsi, certains tentent de trouver d\u2019autres valeurs sur lesquelles miser pour profiter de la fr\u00e9n\u00e9sie autour\u00a0<a href=\"http:\/\/www.lefigaro.fr\/actualite-france\/gigantisme-chaleur-fatale-consommation-d-eau-ces-data-centers-qui-font-polemique-20260601\" target=\"_blank\" data-fig-type=\"Article\" rel=\"noopener nofollow\" data-gtm-custom-categorie=\"navigation\" data-gtm-custom-action=\"crossclick\" data-gtm-custom-label=\"Contextuel\" data-gtm-event=\"customEventSPE\" data-fig-domain=\"LEFIGARO\">des projets de data centers<\/a>. De quoi profiter \u00e0 des entreprises plus inattendues.<\/p>\n<p class=\"fig-premium-paywall__infos\">\n        Cet article est r\u00e9serv\u00e9 aux abonn\u00e9s.        Il vous reste 91% \u00e0 d\u00e9couvrir.\n    <\/p>\n<p>                <img  data- alt=\"Le Figaro\" class=\"fig-img--complete fig-img\"\/><\/p>\n<p class=\"fig-premium-paywall__title\">Vente Flash<\/p>\n<p class=\"fig-premium-paywall__subtitle\">-70% sur votre abonnement. Sans engagement.<\/p>\n<p class=\"fig-premium-paywall__connect\">\n                D\u00e9j\u00e0 abonn\u00e9\u00a0?                <a class=\"fig-premium-paywall__connect-link\" href=\"https:\/\/connect.lefigaro.fr\/login?client=horizon_web&amp;type=main&amp;redirect_uri=https%3A%2F%2Fwww.lefigaro.fr%2Fsocietes%2Fles-vrais-gagnants-sont-ailleurs-sur-quelles-entreprises-faut-il-vraiment-investir-pour-profiter-du-boom-de-l-ia-20260612\" data-js-gtm=\"{&quot;event&quot;:&quot;customEventGA4&quot;,&quot;eventName&quot;:&quot;click_action&quot;,&quot;feature&quot;:&quot;paywall&quot;,&quot;location&quot;:&quot;paywall&quot;,&quot;button_action&quot;:&quot;connect&quot;,&quot;click_text&quot;:&quot;Connectez-vous&quot;}\" rel=\"nofollow noopener\" target=\"_blank\"><br \/>\n                    Connectez-vous<br \/>\n                <\/a>\n            <\/p>\n","protected":false},"excerpt":{"rendered":"Alors que les valorisations des g\u00e9ants des semi-conducteurs comme Nvidia donnent des sueurs froides \u00e0 ceux qui craignent&hellip;\n","protected":false},"author":2,"featured_media":995331,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[6],"tags":[35,33,34,1011,27,223,399,1118],"class_list":["post-995330","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economie","tag-business","tag-economie","tag-economy","tag-fr","tag-france","tag-intelligence-artificielle","tag-investissement","tag-placement"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@fr\/116737412249854732","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts\/995330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/comments?post=995330"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/posts\/995330\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/media\/995331"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/media?parent=995330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/categories?post=995330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/fr\/wp-json\/wp\/v2\/tags?post=995330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}