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Linde’s (LIN) Global Expansion and Hydrogen Strategy Shape Its Long-Term Outlook

Linde plc (NASDAQ:LIN) is included among the Dividend Growth Stocks: 25 Aristocrats.

Linde plc (NASDAQ:LIN) has spent years building out practical hydrogen solutions, from efficient compression systems to safe refueling technology. It has also developed ways to cut hydrogen’s carbon footprint by pairing production with carbon capture and storage.

That work is already translating into large projects. In 2024, Linde reached an agreement to build a 100-megawatt renewable hydrogen plant for Shell in Germany, with commercial operations expected to start in 2027. A year later, in June 2025, the company signed a long-term contract to supply industrial gases to a $4 billion low-carbon ammonia facility now under construction in Louisiana. To support that deal, the company plans to invest $400 million in a new on-site facility, adding to its existing hydrogen and syngas infrastructure in the region.

Even with its early lead in hydrogen, Linde has taken a measured view of how quickly the market will grow. Management believes the technology still needs five to seven years to mature before more projects become fully economically viable. Until then, the company continues to invest selectively while preparing for broader adoption.

Clean energy remains a major priority. In 2023, Linde outlined plans to invest up to $50 billion in clean energy projects over the next decade. It is also expanding its global footprint, completing the acquisition of Airtec, one of the Middle East’s largest industrial gas companies, in September 2025.

On the shareholder side, Linde has built a strong track record. The company has raised its dividend for 31 consecutive years and has consistently paid out.

Linde plc (NASDAQ:LIN) is a UK-based industrial gases and engineering company that serves a wide range of end markets, including chemicals and energy, food and beverage, electronics, healthcare, manufacturing, metals, and mining.

While we acknowledge the potential of LIN as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LIN and that has a 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 13 Companies that Just Started Paying Dividends and 10 Best Monthly Dividend Stocks to Buy Now

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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