They say the machine will inherit the earth. A vulgar notion, naturally. But even the most obstinate Luddite must concede the current… enthusiasm for artificial intelligence. It’s a fever dream dressed in silicon and algorithms. And, as with all fevers, there are those who profit. The usual suspects, of course. But a curious phenomenon has emerged: dividends. Yes, dividends. Those quaint little acknowledgements of profitability, once the domain of staid utilities and… well, frankly, the boring. Now, even the tech titans are deigning to share a sliver of their bounty. Though, I suspect, it’s less generosity than a desperate attempt to appear… reasonable.
Take Vertiv, for example. A perfectly respectable manufacturer of cooling and electrical systems. They’ve multiplied their dividend fivefold in three years. A commendable effort, certainly. But the yield? A paltry 0.1%. The share price, you see, has taken flight, propelled by the insatiable demand for servers and data centers. It’s a cruel irony. The dividend, meant to reward loyalty, is swallowed whole by the very growth it signifies. Micron Technology suffers a similar fate. A fleeting 0.9% yield, now reduced to a whisper. One begins to suspect a conspiracy. A deliberate attempt to mock the patient investor.
Still, there are pockets of sanity remaining. Companies that, for reasons known only to the market’s capricious gods, haven’t yet succumbed to the mania. Let us examine them, shall we? Not with the breathless enthusiasm of a stock promoter, mind you. But with the detached curiosity of a physician examining a particularly perplexing case.
1. Broadcom: A Ghostly 0.7%
Broadcom. Once a purveyor of… connectivity. A rather dull existence, wouldn’t you agree? But then came the AI. And suddenly, their optic interconnect technology and custom accelerators were all the rage. They became the architects of these monstrous “AI clusters,” maximizing processing power within a single application. A truly terrifying prospect, if you ask me. The stock price soared, naturally. Upwards of 680% in five years. The dividend yield, predictably, plummeted. From a respectable 6.7% to a mere shadow of its former self. They continue to increase the dividend, of course. A sop to the shareholders. But the stock continues to climb. A vicious cycle, really. Though, one suspects, a profitable one.
2. Microsoft: A Legacy of Incremental Gains
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3. Taiwan Semiconductor Manufacturing: The Foundry of Our Future?
Taiwan Semiconductor Manufacturing. The world’s largest chipmaker. They don’t design the chips, you see. They simply make them. For everyone else. A rather thankless task, one might think. But essential, nonetheless. They are the foundation of this entire AI edifice. And their market cap has surged accordingly. From $400 billion to $1.7 trillion. The dividend yield, naturally, has suffered. Plummeting from 2.2% to below 1%. The appetite for high-end chips shows no sign of flagging. And TSMC will likely remain top dog for years to come. A rather unsettling thought, if you consider the implications.
4. Cisco Systems: A Resurgence from the Shadows
Cisco Systems. They had a breakout year. Their share price surged 30%. They received $1.3 billion in AI infrastructure orders from hyperscalers. And they expect to bring in more than $3 billion in revenue from these same entities. They manufacture connectivity and cloud computing infrastructure. Routers, switches, cloud storage. The plumbing of the digital world. Their products help AI models access data. And allow network users to interface with these… creations. They’ve been increasing their dividend every year since 2011. The current yield is 2.2%. A respectable figure. Though, still below their 10-year average. A solid investment, perhaps. Though, one wonders if it’s not simply riding the coattails of the AI frenzy.
5. Texas Instruments: The Unsung Heroes
Texas Instruments. They don’t manufacture the flashy GPUs or the high-end memory chips. They produce analog chips. Amplifiers, logic gates, switching regulators. The unglamorous workhorses of the electrical system. They comprise the majority of chips in any system. And Texas Instruments manufactures more than 80,000 of them. They are the unsung heroes of the AI revolution. Their revenue from data centers shot up 50% year over year. They’ve been raising their dividend for 22 consecutive years. They may have been overlooked recently. But they are a solid investment. A quiet, dependable force in a world consumed by madness.
So, there you have it. A curious collection of companies. Each with its own strengths and weaknesses. Each attempting to navigate the treacherous waters of the AI revolution. Whether they succeed or fail remains to be seen. But one thing is certain: the algorithm will continue to march forward. And the dividend, if it survives, will be a meager consolation prize in a world increasingly dominated by machines.
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2026-01-15 17:13