‘Unique Opportunity': Analyst Says Industrial Giant Wins ‘Lion's Share' of AI Chip Contracts at a ‘Mundane Defensive Valuation'

A CNBC analyst characterized the world's largest industrial-gas supplier as a quiet gatekeeper of the AI-chip buildout, highlighting its potential strategic role in semiconductor capacity expansion. The article indicates the market has largely not reacted, suggesting the perceived AI-related opportunity may not yet be reflected in the company's valuation.